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 | $194,244 | $162,781+19.3% | $133,956+45.0% | $158,922+22.2% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 1.14% | 41.94%-40.8pp | 45.09%-44.0pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,595 | $4,975-67.9% | $3,919-59.3% | $4,761-66.5% |
| Participant deferral / active EE | $5,559 | $5,911-5.9% | $5,048+10.1% | $5,982-7.1% |
| Admin fee / account holder | $1,903 | $11,736-83.8% | $8,927-78.7% | $11,246-83.1% |