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 | $136,465 | $86,929+57.0% | $102,423+33.2% | $80,856+68.8% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.6pp |
| Annual return | 8.03% | 18.88%-10.9pp | 29.32%-21.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $4,377 | $2,369+84.8% | $3,023+44.8% | $2,755+58.9% |
| Participant deferral / active EE | $8,339 | $4,118+102.5% | $5,053+65.0% | $4,296+94.1% |
| Admin fee / account holder | $5,434 | $8,049-32.5% | $9,451-42.5% | $6,918-21.5% |