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 | $116,549 | $117,983-1.2% | $101,794+14.5% | $142,382-18.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 8.18% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $917 | $2,773-66.9% | $2,289-59.9% | $4,299-78.7% |
| Participant deferral / active EE | $4,555 | $4,714-3.4% | $4,084+11.5% | $6,507-30.0% |
| Admin fee / account holder | $4,431 | $10,433-57.5% | $8,777-49.5% | $12,624-64.9% |