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 | $132,812 | $109,881+20.9% | $150,045-11.5% | $84,808+56.6% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 13.75% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $952 | $3,561-73.3% | $4,693-79.7% | $2,631-63.8% |
| Participant deferral / active EE | $10,208 | $6,636+53.8% | $7,997+27.6% | $4,212+142.4% |
| Admin fee / account holder | $9,064 | $8,568+5.8% | $13,435-32.5% | $7,344+23.4% |