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 | $111,802 | $73,981+51.1% | $105,722+5.8% | $62,891+77.8% |
| Participation rate | 72.4% | 71.7%+0.7pp | 78.9%-6.5pp | 69.3%+3.1pp |
| Annual return | 4.23% | 17.60%-13.4pp | 12.25%-8.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,852 | $2,856-35.1% | $4,079-54.6% | $2,281-18.8% |
| Participant deferral / active EE | $4,449 | $4,038+10.2% | $5,326-16.5% | $3,203+38.9% |
| Admin fee / account holder | $2,822 | $5,976-52.8% | $8,308-66.0% | $4,296-34.3% |