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 | $135,985 | $96,484+40.9% | $156,263-13.0% | $74,304+83.0% |
| Participation rate | 83.9% | 67.7%+16.3pp | 78.9%+5.0pp | 60.3%+23.6pp |
| Annual return | 11.81% | 17.73%-5.9pp | 59.47%-47.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $3,643 | $2,528+44.1% | $4,333-15.9% | $2,241+62.5% |
| Participant deferral / active EE | $3,395 | $4,286-20.8% | $6,158-44.9% | $3,767-9.9% |
| Admin fee / account holder | $2,551 | $3,728-31.6% | $14,255-82.1% | $2,969-14.1% |