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 | $131,966 | $106,584+23.8% | $101,326+30.2% | $142,382-7.3% |
| Participation rate | 82.4% | 82.7%-0.3pp | 81.5%+0.9pp | 80.1%+2.2pp |
| Annual return | 11.24% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,987 | $3,956-24.5% | $3,665-18.5% | $4,299-30.5% |
| Participant deferral / active EE | $6,805 | $8,297-18.0% | $7,994-14.9% | $6,507+4.6% |
| Admin fee / account holder | $13,895 | $11,446+21.4% | $11,185+24.2% | $12,624+10.1% |