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 | $130,802 | $117,983+10.9% | $101,794+28.5% | $142,382-8.1% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 9.24% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,600 | $2,773-42.3% | $2,289-30.1% | $4,299-62.8% |
| Participant deferral / active EE | $5,635 | $4,714+19.6% | $4,084+38.0% | $6,507-13.4% |
| Admin fee / account holder | $53,120 | $10,433+409.1% | $8,777+505.2% | $12,624+320.8% |