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 | $139,220 | $109,413+27.2% | $156,263-10.9% | $84,808+64.2% |
| Participation rate | 92.4% | 72.7%+19.7pp | 78.9%+13.5pp | 68.3%+24.1pp |
| Annual return | 11.95% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,258 | $2,907-22.3% | $4,333-47.9% | $2,631-14.2% |
| Participant deferral / active EE | $5,114 | $4,590+11.4% | $6,158-17.0% | $4,212+21.4% |
| Admin fee / account holder | $6,988 | $9,357-25.3% | $14,255-51.0% | $7,344-4.8% |