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 | $138,289 | $109,413+26.4% | $156,263-11.5% | $84,808+63.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 6.80% | 20.18%-13.4pp | 59.47%-52.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $2,456 | $2,907-15.5% | $4,333-43.3% | $2,631-6.6% |
| Participant deferral / active EE | $5,915 | $4,590+28.9% | $6,158-4.0% | $4,212+40.4% |
| Admin fee / account holder | $7,860 | $9,357-16.0% | $14,255-44.9% | $7,344+7.0% |