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 | $89,024 | $77,899+14.3% | $149,673-40.5% | $75,163+18.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.31% | 31.72%-21.4pp | 134.42%-124.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,739 | $3,137-12.7% | $4,818-43.1% | $2,670+2.6% |
| Participant deferral / active EE | $3,980 | $3,411+16.7% | $5,680-29.9% | $4,125-3.5% |
| Admin fee / account holder | $3,439 | $5,956-42.3% | $13,210-74.0% | $5,651-39.1% |