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 | $117,653 | $81,208+44.9% | $98,907+19.0% | $79,858+47.3% |
| Participation rate | 73.2% | 72.5%+0.7pp | 76.0%-2.9pp | 69.6%+3.5pp |
| Annual return | 6.66% | 60.99%-54.3pp | 196.43%-189.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,574 | $1,960-19.7% | $2,689-41.5% | $2,471-36.3% |
| Participant deferral / active EE | $3,293 | $3,265+0.8% | $4,244-22.4% | $3,740-12.0% |
| Admin fee / account holder | $5,460 | $6,013-9.2% | $6,642-17.8% | $5,306+2.9% |