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 | $72,181 | $87,841-17.8% | $133,980-46.1% | $62,891+14.8% |
| Participation rate | 73.1% | 83.4%-10.3pp | 87.1%-14.0pp | 69.3%+3.8pp |
| Annual return | 5.46% | 12.05%-6.6pp | 29.30%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,819 | $3,483-19.1% | $5,211-45.9% | $2,281+23.6% |
| Participant deferral / active EE | $6,326 | $4,812+31.5% | $6,282+0.7% | $3,203+97.5% |
| Admin fee / account holder | $8,895 | $5,371+65.6% | $9,324-4.6% | $4,296+107.1% |