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 | $133,436 | $77,503+72.2% | $100,391+32.9% | $80,856+65.0% |
| Participation rate | 89.3% | 76.9%+12.3pp | 81.5%+7.8pp | 67.6%+21.6pp |
| Annual return | 7.55% | 37.20%-29.6pp | 49.20%-41.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $2,783 | $2,801-0.6% | $3,942-29.4% | $2,755+1.0% |
| Participant deferral / active EE | $4,634 | $6,820-32.1% | $8,082-42.7% | $4,296+7.9% |
| Admin fee / account holder | $20,371 | $5,897+245.4% | $7,899+157.9% | $6,918+194.5% |