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 | $106,762 | $101,724+5.0% | $164,813-35.2% | $80,856+32.0% |
| Participation rate | 88.6% | 71.8%+16.8pp | 78.6%+10.0pp | 67.6%+21.0pp |
| Annual return | 7.90% | 16.72%-8.8pp | 69.93%-62.0pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,678 | $2,953-9.3% | $4,341-38.3% | $2,755-2.8% |
| Participant deferral / active EE | $5,664 | $4,477+26.5% | $6,031-6.1% | $4,296+31.8% |
| Admin fee / account holder | $1,847 | $8,227-77.6% | $12,690-85.4% | $6,918-73.3% |