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 | $101,115 | $64,839+55.9% | $95,585+5.8% | $84,808+19.2% |
| Participation rate | 83.8% | 63.8%+20.0pp | 72.1%+11.7pp | 68.3%+15.5pp |
| Annual return | 12.81% | -670.96%+683.8pp | 38.56%-25.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,661 | $1,759-5.6% | $2,527-34.3% | $2,631-36.9% |
| Participant deferral / active EE | $2,444 | $2,965-17.6% | $4,023-39.2% | $4,212-42.0% |
| Admin fee / account holder | $743 | $5,964-87.5% | $6,127-87.9% | $7,344-89.9% |