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 | $130,358 | $94,338+38.2% | $100,534+29.7% | $142,382-8.4% |
| Participation rate | 81.0% | 81.7%-0.8pp | 80.6%+0.3pp | 80.1%+0.8pp |
| Annual return | 9.47% | 29.20%-19.7pp | 32.66%-23.2pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,735 | $4,237-35.4% | $4,346-37.1% | $4,299-36.4% |
| Participant deferral / active EE | $5,880 | $5,934-0.9% | $6,144-4.3% | $6,507-9.6% |
| Admin fee / account holder | $16,908 | $8,421+100.8% | $7,654+120.9% | $12,624+33.9% |