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 | $130,844 | $74,927+74.6% | $101,794+28.5% | $84,808+54.3% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.0pp | 68.3%+5.9pp |
| Annual return | 11.28% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $902 | $1,522-40.8% | $2,289-60.6% | $2,631-65.7% |
| Participant deferral / active EE | $2,963 | $3,099-4.4% | $4,084-27.5% | $4,212-29.7% |
| Admin fee / account holder | $6,025 | $6,514-7.5% | $8,777-31.4% | $7,344-18.0% |