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 | $112,342 | $60,892+84.5% | $82,389+36.4% | $84,808+32.5% |
| Participation rate | 76.9% | 63.3%+13.7pp | 69.5%+7.4pp | 68.3%+8.6pp |
| Annual return | 12.10% | 37.29%-25.2pp | 28.67%-16.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $7,220 | $1,779+305.8% | $2,517+186.8% | $2,631+174.4% |
| Participant deferral / active EE | $1,746 | $3,179-45.1% | $4,155-58.0% | $4,212-58.5% |
| Admin fee / account holder | $12,797 | $5,467+134.1% | $7,231+77.0% | $7,344+74.3% |