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 | $131,672 | $148,978-11.6% | $200,582-34.4% | $84,808+55.3% |
| Participation rate | 86.7% | 84.2%+2.5pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 11.30% | 28.16%-16.9pp | 42.33%-31.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,992 | $4,815-17.1% | $6,419-37.8% | $2,631+51.7% |
| Participant deferral / active EE | $9,139 | $7,142+28.0% | $9,331-2.1% | $4,212+117.0% |
| Admin fee / account holder | $9,551 | $13,977-31.7% | $16,305-41.4% | $7,344+30.1% |