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 | $114,550 | $64,839+76.7% | $95,585+19.8% | $84,808+35.1% |
| Participation rate | 90.7% | 63.8%+26.9pp | 72.1%+18.6pp | 68.3%+22.4pp |
| Annual return | 10.26% | -670.96%+681.2pp | 38.56%-28.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,655 | $1,759-5.9% | $2,527-34.5% | $2,631-37.1% |
| Participant deferral / active EE | $3,173 | $2,965+7.0% | $4,023-21.1% | $4,212-24.6% |
| Admin fee / account holder | $16,012 | $5,964+168.5% | $6,127+161.3% | $7,344+118.0% |