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 | $108,521 | $91,552+18.5% | $133,956-19.0% | $79,858+35.9% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | 6.87% | 61.85%-55.0pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,304 | $2,384-3.3% | $3,919-41.2% | $2,471-6.7% |
| Participant deferral / active EE | $4,259 | $3,733+14.1% | $5,048-15.6% | $3,740+13.9% |
| Admin fee / account holder | $7,392 | $6,321+16.9% | $8,927-17.2% | $5,306+39.3% |