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 | $106,712 | $80,968+31.8% | $96,544+10.5% | $75,163+42.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 4.78% | 27.06%-22.3pp | 25.84%-21.1pp | 160.62%-155.8pp |
| Employer contribution / active EE | $1,904 | $2,282-16.6% | $2,965-35.8% | $2,670-28.7% |
| Participant deferral / active EE | $4,519 | $3,928+15.0% | $4,851-6.8% | $4,125+9.6% |
| Admin fee / account holder | $1,362 | $6,724-79.7% | $8,252-83.5% | $5,651-75.9% |