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 | $104,657 | $138,347-24.4% | $184,203-43.2% | $80,856+29.4% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.6pp | 67.6%+24.8pp |
| Annual return | 7.39% | 20.02%-12.6pp | 28.81%-21.4pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,583 | $4,850-46.8% | $6,427-59.8% | $2,755-6.2% |
| Participant deferral / active EE | $4,460 | $7,071-36.9% | $9,131-51.2% | $4,296+3.8% |
| Admin fee / account holder | $5,211 | $10,483-50.3% | $13,901-62.5% | $6,918-24.7% |