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 | $103,353 | $53,018+94.9% | $70,014+47.6% | $62,891+64.3% |
| Participation rate | 90.9% | 67.2%+23.7pp | 71.8%+19.1pp | 69.3%+21.6pp |
| Annual return | 3.47% | 13.35%-9.9pp | 12.99%-9.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $781 | $1,799-56.6% | $2,338-66.6% | $2,281-65.8% |
| Participant deferral / active EE | $2,626 | $2,395+9.7% | $2,931-10.4% | $3,203-18.0% |
| Admin fee / account holder | $4,833 | $3,690+31.0% | $4,380+10.3% | $4,296+12.5% |