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 | $103,546 | $81,248+27.4% | $155,509-33.4% | $80,856+28.1% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 10.17% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,563 | $3,100-17.3% | $4,672-45.1% | $2,755-7.0% |
| Participant deferral / active EE | $2,605 | $3,452-24.5% | $5,626-53.7% | $4,296-39.4% |
| Admin fee / account holder | $5,263 | $7,997-34.2% | $15,912-66.9% | $6,918-23.9% |