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 | $160,229 | $101,724+57.5% | $164,813-2.8% | $80,856+98.2% |
| Participation rate | 91.2% | 71.8%+19.3pp | 78.6%+12.6pp | 67.6%+23.5pp |
| Annual return | 7.81% | 16.72%-8.9pp | 69.93%-62.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,546 | $2,953-13.8% | $4,341-41.4% | $2,755-7.6% |
| Participant deferral / active EE | $5,065 | $4,477+13.1% | $6,031-16.0% | $4,296+17.9% |
| Admin fee / account holder | $5,545 | $8,227-32.6% | $12,690-56.3% | $6,918-19.8% |