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 | $136,913 | $86,929+57.5% | $102,423+33.7% | $80,856+69.3% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 8.96% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,540 | $2,369+7.2% | $3,023-16.0% | $2,755-7.8% |
| Participant deferral / active EE | $4,194 | $4,118+1.8% | $5,053-17.0% | $4,296-2.4% |
| Admin fee / account holder | $779 | $8,049-90.3% | $9,451-91.8% | $6,918-88.7% |