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 | $140,772 | $89,753+56.8% | $107,525+30.9% | $84,808+66.0% |
| Participation rate | 81.6% | 68.1%+13.5pp | 75.1%+6.5pp | 68.3%+13.3pp |
| Annual return | 5.52% | 29.48%-24.0pp | 181.32%-175.8pp | 40.90%-35.4pp |
| Employer contribution / active EE | $2,854 | $3,113-8.3% | $3,754-24.0% | $2,631+8.5% |
| Participant deferral / active EE | $4,113 | $4,056+1.4% | $5,116-19.6% | $4,212-2.3% |
| Admin fee / account holder | $7,287 | $7,222+0.9% | $8,919-18.3% | $7,344-0.8% |