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 | $139,442 | $98,750+41.2% | $149,696-6.9% | $79,858+74.6% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.3pp |
| Annual return | 11.58% | 27.43%-15.9pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $3,053 | $3,216-5.1% | $4,644-34.3% | $2,471+23.5% |
| Participant deferral / active EE | $3,794 | $5,680-33.2% | $6,842-44.6% | $3,740+1.4% |
| Admin fee / account holder | $5,732 | $6,053-5.3% | $9,309-38.4% | $5,306+8.0% |