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 | $126,274 | $95,803+31.8% | $113,168+11.6% | $84,808+48.9% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 8.41% | 25.00%-16.6pp | 24.27%-15.9pp | 40.90%-32.5pp |
| Employer contribution / active EE | $2,432 | $2,360+3.0% | $2,975-18.3% | $2,631-7.6% |
| Participant deferral / active EE | $3,841 | $4,242-9.5% | $5,107-24.8% | $4,212-8.8% |
| Admin fee / account holder | $1,673 | $8,989-81.4% | $12,068-86.1% | $7,344-77.2% |