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 | $127,341 | $94,625+34.6% | $116,228+9.6% | $84,808+50.2% |
| Participation rate | 71.0% | 70.4%+0.5pp | 74.6%-3.6pp | 68.3%+2.7pp |
| Annual return | 10.59% | 20.40%-9.8pp | 90.06%-79.5pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,784 | $2,347-24.0% | $2,994-40.4% | $2,631-32.2% |
| Participant deferral / active EE | $3,772 | $3,972-5.0% | $4,953-23.9% | $4,212-10.4% |
| Admin fee / account holder | $15,555 | $10,091+54.1% | $11,989+29.7% | $7,344+111.8% |