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 | $111,585 | $109,881+1.6% | $150,045-25.6% | $84,808+31.6% |
| Participation rate | 74.4% | 76.1%-1.7pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 11.14% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,254 | $3,561-36.7% | $4,693-52.0% | $2,631-14.3% |
| Participant deferral / active EE | $4,657 | $6,636-29.8% | $7,997-41.8% | $4,212+10.6% |
| Admin fee / account holder | $60,897 | $8,568+610.7% | $13,435+353.3% | $7,344+729.2% |