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 | $124,273 | $86,929+43.0% | $102,423+21.3% | $80,856+53.7% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 7.61% | 18.88%-11.3pp | 29.32%-21.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,449 | $2,369-38.8% | $3,023-52.1% | $2,755-47.4% |
| Participant deferral / active EE | $5,630 | $4,118+36.7% | $5,053+11.4% | $4,296+31.1% |
| Admin fee / account holder | $12,515 | $8,049+55.5% | $9,451+32.4% | $6,918+80.9% |