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 | $86,019 | $96,484-10.8% | $156,263-45.0% | $74,304+15.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 12.48% | 17.73%-5.2pp | 59.47%-47.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,335 | $2,528-7.6% | $4,333-46.1% | $2,241+4.2% |
| Participant deferral / active EE | $4,607 | $4,286+7.5% | $6,158-25.2% | $3,767+22.3% |
| Admin fee / account holder | $9,249 | $3,728+148.1% | $14,255-35.1% | $2,969+211.5% |