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 | $107,606 | $95,803+12.3% | $113,168-4.9% | $84,808+26.9% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 11.61% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,426 | $2,360-39.6% | $2,975-52.1% | $2,631-45.8% |
| Participant deferral / active EE | $5,703 | $4,242+34.5% | $5,107+11.7% | $4,212+35.4% |
| Admin fee / account holder | $5,910 | $8,989-34.2% | $12,068-51.0% | $7,344-19.5% |