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 8-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 | $109,065 | $86,286+26.4% | $111,297-2.0% | $85,850+27.0% |
| Participation rate | 83.2% | 73.3%+9.8pp | 77.3%+5.8pp | 69.3%+13.8pp |
| Annual return | 10.95% | 19.99%-9.0pp | 54.65%-43.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,489 | $2,043+21.8% | $2,731-8.9% | $2,565-3.0% |
| Participant deferral / active EE | $4,561 | $3,641+25.3% | $4,487+1.7% | $3,952+15.4% |
| Admin fee / account holder | $6,571 | $8,188-19.8% | $7,964-17.5% | $6,260+5.0% |