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 | $132,082 | $83,477+58.2% | $125,175+5.5% | $72,985+81.0% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 4.41% | 25.78%-21.4pp | 43.79%-39.4pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,579 | $2,345+10.0% | $3,865-33.3% | $2,440+5.7% |
| Participant deferral / active EE | $4,265 | $3,585+19.0% | $4,937-13.6% | $3,607+18.2% |
| Admin fee / account holder | $14,748 | $5,517+167.3% | $9,702+52.0% | $5,124+187.8% |