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 | $89,421 | $72,277+23.7% | $101,248-11.7% | $79,858+12.0% |
| Participation rate | 87.1% | 68.5%+18.6pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 10.37% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,119 | $2,692-21.3% | $3,660-42.1% | $2,471-14.2% |
| Participant deferral / active EE | $4,883 | $3,282+48.8% | $4,370+11.7% | $3,740+30.6% |
| Admin fee / account holder | $4,297 | $4,400-2.3% | $5,945-27.7% | $5,306-19.0% |