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 | $172,602 | $135,952+27.0% | $123,892+39.3% | $273,961-37.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 3.38% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,648 | $5,170-48.8% | $4,617-42.6% | $4,869-45.6% |
| Participant deferral / active EE | $3,342 | $6,343-47.3% | $5,984-44.1% | $5,287-36.8% |
| Admin fee / account holder | $10,229 | $9,817+4.2% | $8,357+22.4% | $10,132+1.0% |