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 | $106,148 | $102,317+3.7% | $146,958-27.8% | $80,856+31.3% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 11.78% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,989 | $3,713-19.5% | $4,933-39.4% | $2,755+8.5% |
| Participant deferral / active EE | $5,766 | $6,644-13.2% | $8,070-28.5% | $4,296+34.2% |
| Admin fee / account holder | $14,743 | $7,941+85.7% | $12,998+13.4% | $6,918+113.1% |