See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,195 | $91,190+5.5% | $178,490-46.1% | $79,858+20.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.08% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $2,320 | $3,256-28.7% | $5,011-53.7% | $2,471-6.1% |
| Participant deferral / active EE | $4,114 | $3,236+27.1% | $5,202-20.9% | $3,740+10.0% |
| Admin fee / account holder | $2,308 | $6,751-65.8% | $13,984-83.5% | $5,306-56.5% |