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 | $128,433 | $95,803+34.1% | $113,168+13.5% | $84,808+51.4% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 10.76% | 25.00%-14.2pp | 24.27%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,672 | $2,360+13.2% | $2,975-10.2% | $2,631+1.6% |
| Participant deferral / active EE | $5,344 | $4,242+26.0% | $5,107+4.7% | $4,212+26.9% |
| Admin fee / account holder | $3,718 | $8,989-58.6% | $12,068-69.2% | $7,344-49.4% |