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 | $110,334 | $87,013+26.8% | $106,213+3.9% | $80,856+36.5% |
| Participation rate | 72.2% | 70.4%+1.8pp | 75.3%-3.1pp | 67.6%+4.6pp |
| Annual return | 10.00% | 17.05%-7.1pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,270 | $2,395-47.0% | $3,171-60.0% | $2,755-53.9% |
| Participant deferral / active EE | $3,808 | $3,986-4.5% | $5,016-24.1% | $4,296-11.4% |
| Admin fee / account holder | $7,600 | $8,431-9.9% | $11,033-31.1% | $6,918+9.9% |