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 | $134,543 | $78,422+71.6% | $95,952+40.2% | $79,858+68.5% |
| Participation rate | 72.2% | 73.5%-1.3pp | 77.1%-4.9pp | 69.6%+2.6pp |
| Annual return | 5.80% | 19.37%-13.6pp | 91.61%-85.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $1,881 | $1,945-3.3% | $2,541-26.0% | $2,471-23.9% |
| Participant deferral / active EE | $4,656 | $3,440+35.3% | $4,167+11.7% | $3,740+24.5% |
| Admin fee / account holder | $736 | $5,622-86.9% | $6,795-89.2% | $5,306-86.1% |