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 | $100,949 | $109,413-7.7% | $156,263-35.4% | $84,808+19.0% |
| Participation rate | 71.0% | 72.7%-1.7pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 7.67% | 20.18%-12.5pp | 59.47%-51.8pp | 40.90%-33.2pp |
| Employer contribution / active EE | $2,682 | $2,907-7.7% | $4,333-38.1% | $2,631+1.9% |
| Participant deferral / active EE | $5,259 | $4,590+14.6% | $6,158-14.6% | $4,212+24.9% |
| Admin fee / account holder | $18,744 | $9,357+100.3% | $14,255+31.5% | $7,344+155.2% |