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 | $101,167 | $102,317-1.1% | $146,958-31.2% | $80,856+25.1% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.2%+4.4pp | 67.6%+19.0pp |
| Annual return | 11.08% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,378 | $3,713-36.0% | $4,933-51.8% | $2,755-13.7% |
| Participant deferral / active EE | $7,480 | $6,644+12.6% | $8,070-7.3% | $4,296+74.1% |
| Admin fee / account holder | $1,074 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |