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 | $120,015 | $109,881+9.2% | $150,045-20.0% | $84,808+41.5% |
| Participation rate | 80.3% | 76.1%+4.2pp | 82.3%-2.1pp | 68.3%+12.0pp |
| Annual return | 9.46% | 28.25%-18.8pp | 62.55%-53.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,195 | $3,561-66.5% | $4,693-74.5% | $2,631-54.6% |
| Participant deferral / active EE | $7,011 | $6,636+5.7% | $7,997-12.3% | $4,212+66.5% |
| Admin fee / account holder | $2,018 | $8,568-76.4% | $13,435-85.0% | $7,344-72.5% |