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 | $98,701 | $93,571+5.5% | $135,903-27.4% | $75,163+31.3% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 14.16% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,575 | $3,537-27.2% | $4,856-47.0% | $2,670-3.5% |
| Participant deferral / active EE | $9,341 | $6,404+45.9% | $7,758+20.4% | $4,125+126.4% |
| Admin fee / account holder | $4,316 | $6,975-38.1% | $10,762-59.9% | $5,651-23.6% |