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 | $138,118 | $65,365+111.3% | $92,893+48.7% | $72,985+89.2% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 2.93% | 42.10%-39.2pp | 109.41%-106.5pp | 81.00%-78.1pp |
| Employer contribution / active EE | $3,947 | $2,594+52.2% | $3,653+8.1% | $2,440+61.8% |
| Participant deferral / active EE | $2,945 | $3,128-5.9% | $4,236-30.5% | $3,607-18.4% |
| Admin fee / account holder | $5,611 | $4,251+32.0% | $5,794-3.2% | $5,124+9.5% |