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 | $133,697 | $109,413+22.2% | $156,263-14.4% | $84,808+57.6% |
| Participation rate | 72.1% | 72.7%-0.6pp | 78.9%-6.8pp | 68.3%+3.8pp |
| Annual return | 10.73% | 20.18%-9.5pp | 59.47%-48.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,697 | $2,907-7.2% | $4,333-37.8% | $2,631+2.5% |
| Participant deferral / active EE | $5,106 | $4,590+11.2% | $6,158-17.1% | $4,212+21.2% |
| Admin fee / account holder | $2,173 | $9,357-76.8% | $14,255-84.8% | $7,344-70.4% |