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 | $194,893 | $96,557+101.8% | $80,975+140.7% | $273,961-28.9% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 2.30% | 15.14%-12.8pp | 17.10%-14.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $3,883 | $4,868-20.2% | $3,714+4.6% | $4,869-20.2% |
| Participant deferral / active EE | $7,707 | $6,598+16.8% | $5,696+35.3% | $5,287+45.8% |
| Admin fee / account holder | $1,462 | $7,492-80.5% | $5,516-73.5% | $10,132-85.6% |