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 | $98,974 | $109,413-9.5% | $156,263-36.7% | $84,808+16.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.25% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,146 | $2,907+42.6% | $4,333-4.3% | $2,631+57.6% |
| Participant deferral / active EE | $8,112 | $4,590+76.7% | $6,158+31.7% | $4,212+92.6% |
| Admin fee / account holder | $7,845 | $9,357-16.2% | $14,255-45.0% | $7,344+6.8% |