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 | $115,260 | $103,376+11.5% | $87,100+32.3% | $152,861-24.6% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 4.64% | 28.10%-23.5pp | 28.19%-23.6pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,832 | $3,220-12.1% | $2,521+12.3% | $4,762-40.5% |
| Participant deferral / active EE | $7,325 | $4,778+53.3% | $4,049+80.9% | $5,850+25.2% |
| Admin fee / account holder | $1,825 | $12,205-85.1% | $7,497-75.7% | $11,596-84.3% |