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 | $139,963 | $93,571+49.6% | $135,903+3.0% | $75,163+86.2% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 14.49% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,833 | $3,537-19.9% | $4,856-41.7% | $2,670+6.1% |
| Participant deferral / active EE | $6,092 | $6,404-4.9% | $7,758-21.5% | $4,125+47.7% |
| Admin fee / account holder | $6,613 | $6,975-5.2% | $10,762-38.6% | $5,651+17.0% |