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 | $104,668 | $89,753+16.6% | $107,525-2.7% | $84,808+23.4% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 11.51% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,443 | $3,113-21.5% | $3,754-34.9% | $2,631-7.2% |
| Participant deferral / active EE | $5,076 | $4,056+25.1% | $5,116-0.8% | $4,212+20.5% |
| Admin fee / account holder | $725 | $7,222-90.0% | $8,919-91.9% | $7,344-90.1% |