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 | $119,502 | $64,839+84.3% | $95,585+25.0% | $84,808+40.9% |
| Participation rate | 93.9% | 63.8%+30.1pp | 72.1%+21.9pp | 68.3%+25.6pp |
| Annual return | 9.70% | -670.96%+680.7pp | 38.56%-28.9pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,947 | $1,759+10.7% | $2,527-22.9% | $2,631-26.0% |
| Participant deferral / active EE | $2,470 | $2,965-16.7% | $4,023-38.6% | $4,212-41.4% |
| Admin fee / account holder | $8,833 | $5,964+48.1% | $6,127+44.2% | $7,344+20.3% |