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 | $124,480 | $58,512+112.7% | $84,015+48.2% | $72,985+70.6% |
| Participation rate | 70.7% | 61.2%+9.5pp | 69.0%+1.7pp | 69.5%+1.2pp |
| Annual return | 15.36% | 28.93%-13.6pp | 71.31%-55.9pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,440 | $1,163+23.9% | $1,983-27.4% | $2,440-41.0% |
| Participant deferral / active EE | $3,849 | $2,394+60.8% | $3,239+18.8% | $3,607+6.7% |
| Admin fee / account holder | $3,371 | $4,569-26.2% | $6,101-44.8% | $5,124-34.2% |