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 | $133,375 | $74,927+78.0% | $101,794+31.0% | $84,808+57.3% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.2%+13.6pp | 68.3%+14.4pp |
| Annual return | 10.46% | 18.70%-8.2pp | 30.53%-20.1pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,160 | $1,522+41.9% | $2,289-5.6% | $2,631-17.9% |
| Participant deferral / active EE | $5,831 | $3,099+88.2% | $4,084+42.8% | $4,212+38.5% |
| Admin fee / account holder | $5,011 | $6,514-23.1% | $8,777-42.9% | $7,344-31.8% |