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 | $93,539 | $54,762+70.8% | $90,281+3.6% | $72,985+28.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.83% | 30.63%-25.8pp | 78.10%-73.3pp | 81.00%-76.2pp |
| Employer contribution / active EE | $7,395 | $2,092+253.4% | $2,854+159.1% | $2,440+203.1% |
| Participant deferral / active EE | $6,536 | $2,887+126.4% | $3,885+68.2% | $3,607+81.2% |
| Admin fee / account holder | $3,785 | $3,972-4.7% | $5,351-29.3% | $5,124-26.1% |