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 | $110,634 | $80,673+37.1% | $101,326+9.2% | $84,808+30.5% |
| Participation rate | 91.4% | 77.8%+13.6pp | 81.5%+9.9pp | 68.3%+23.1pp |
| Annual return | 13.63% | 38.95%-25.3pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,684 | $2,698+73.6% | $3,665+27.8% | $2,631+78.0% |
| Participant deferral / active EE | $7,386 | $6,840+8.0% | $7,994-7.6% | $4,212+75.4% |
| Admin fee / account holder | $7,344 | $12,784-42.6% | $11,185-34.3% | $7,3440% |