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 | $94,422 | $80,968+16.6% | $96,544-2.2% | $75,163+25.6% |
| Participation rate | 73.7% | 71.8%+1.9pp | 76.0%-2.3pp | 67.2%+6.5pp |
| Annual return | 12.46% | 27.06%-14.6pp | 25.84%-13.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,745 | $2,282-23.5% | $2,965-41.2% | $2,670-34.7% |
| Participant deferral / active EE | $3,406 | $3,928-13.3% | $4,851-29.8% | $4,125-17.4% |
| Admin fee / account holder | $4,216 | $6,724-37.3% | $8,252-48.9% | $5,651-25.4% |