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 | $96,664 | $102,616-5.8% | $81,983+17.9% | $158,922-39.2% |
| Participation rate | 94.4% | 75.5%+18.9pp | 69.2%+25.2pp | 82.0%+12.5pp |
| Annual return | 5.78% | 61.04%-55.3pp | 41.31%-35.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $5,556 | $3,240+71.5% | $2,498+122.4% | $4,761+16.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $5,039 | $8,235-38.8% | $5,664-11.0% | $11,246-55.2% |