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 | $136,134 | $109,359+24.5% | $162,163-16.1% | $72,985+86.5% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 7.98% | 25.46%-17.5pp | 115.59%-107.6pp | 81.00%-73.0pp |
| Employer contribution / active EE | $3,333 | $3,907-14.7% | $5,614-40.6% | $2,440+36.6% |
| Participant deferral / active EE | $4,838 | $5,481-11.7% | $7,298-33.7% | $3,607+34.1% |
| Admin fee / account holder | $2,072 | $7,972-74.0% | $10,843-80.9% | $5,124-59.6% |