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 | $139,207 | $77,314+80.1% | $177,989-21.8% | $80,856+72.2% |
| Participation rate | 85.0% | 65.7%+19.3pp | 77.1%+7.9pp | 67.6%+17.4pp |
| Annual return | 10.37% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,645 | $2,292+15.4% | $3,949-33.0% | $2,755-4.0% |
| Participant deferral / active EE | $5,120 | $4,411+16.1% | $6,276-18.4% | $4,296+19.2% |
| Admin fee / account holder | $6,581 | $7,191-8.5% | $10,363-36.5% | $6,918-4.9% |