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 | $102,449 | $70,475+45.4% | $100,516+1.9% | $79,858+28.3% |
| Participation rate | 83.9% | 73.7%+10.2pp | 79.4%+4.5pp | 69.6%+14.2pp |
| Annual return | 12.41% | 21.90%-9.5pp | 30.89%-18.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,017 | $2,165-6.8% | $3,418-41.0% | $2,471-18.4% |
| Participant deferral / active EE | $4,819 | $5,181-7.0% | $6,270-23.1% | $3,740+28.8% |
| Admin fee / account holder | $7,233 | $4,478+61.5% | $8,081-10.5% | $5,306+36.3% |