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 | $121,308 | $47,848+153.5% | $81,478+48.9% | $70,131+73.0% |
| Participation rate | 70.0% | 58.3%+11.7pp | 68.0%+2.0pp | 69.5%+0.5pp |
| Annual return | 11.05% | 27.25%-16.2pp | 38.78%-27.7pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,459 | $1,527-4.4% | $2,568-43.2% | $2,342-37.7% |
| Participant deferral / active EE | $2,536 | $2,453+3.4% | $3,537-28.3% | $3,332-23.9% |
| Admin fee / account holder | $1,451 | $3,145-53.9% | $4,561-68.2% | $4,645-68.8% |