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 | $174,721 | $148,978+17.3% | $200,582-12.9% | $84,808+106.0% |
| Participation rate | 96.9% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 11.64% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,957 | $4,815-38.6% | $6,419-53.9% | $2,631+12.4% |
| Participant deferral / active EE | $5,585 | $7,142-21.8% | $9,331-40.1% | $4,212+32.6% |
| Admin fee / account holder | $12,256 | $13,977-12.3% | $16,305-24.8% | $7,344+66.9% |