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 | $134,219 | $73,933+81.5% | $96,683+38.8% | $75,163+78.6% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 10.79% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $2,778 | $2,928-5.1% | $3,737-25.7% | $2,670+4.0% |
| Participant deferral / active EE | $5,472 | $3,659+49.6% | $4,878+12.2% | $4,125+32.6% |
| Admin fee / account holder | $2,247 | $5,216-56.9% | $6,730-66.6% | $5,651-60.2% |