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 | $86,284 | $73,933+16.7% | $96,683-10.8% | $75,163+14.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.27% | 26.70%-20.4pp | 35.69%-29.4pp | 160.62%-154.4pp |
| Employer contribution / active EE | $6,125 | $2,928+109.2% | $3,737+63.9% | $2,670+129.4% |
| Participant deferral / active EE | $2,147 | $3,659-41.3% | $4,878-56.0% | $4,125-48.0% |
| Admin fee / account holder | $9,197 | $5,216+76.3% | $6,730+36.7% | $5,651+62.7% |