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 | $106,081 | $148,978-28.8% | $200,582-47.1% | $84,808+25.1% |
| Participation rate | 97.6% | 84.2%+13.3pp | 86.9%+10.7pp | 68.3%+29.2pp |
| Annual return | 9.17% | 28.16%-19.0pp | 42.33%-33.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,576 | $4,815-25.7% | $6,419-44.3% | $2,631+35.9% |
| Participant deferral / active EE | $5,564 | $7,142-22.1% | $9,331-40.4% | $4,212+32.1% |
| Admin fee / account holder | $10,428 | $13,977-25.4% | $16,305-36.0% | $7,344+42.0% |