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 | $104,559 | $80,717+29.5% | $154,803-32.5% | $84,808+23.3% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 7.62% | 37.96%-30.3pp | 58.88%-51.3pp | 40.90%-33.3pp |
| Employer contribution / active EE | $4,976 | $2,761+80.2% | $4,305+15.6% | $2,631+89.1% |
| Participant deferral / active EE | $5,139 | $3,303+55.6% | $5,540-7.2% | $4,212+22.0% |
| Admin fee / account holder | $698 | $6,746-89.7% | $14,329-95.1% | $7,344-90.5% |