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 | $121,184 | $64,480+87.9% | $81,382+48.9% | $80,856+49.9% |
| Participation rate | 78.4% | 63.9%+14.5pp | 69.5%+8.9pp | 67.6%+10.7pp |
| Annual return | 7.73% | 16.34%-8.6pp | 24.73%-17.0pp | 35.59%-27.9pp |
| Employer contribution / active EE | $920 | $1,978-53.5% | $2,463-62.7% | $2,755-66.6% |
| Participant deferral / active EE | $4,395 | $3,094+42.1% | $3,883+13.2% | $4,296+2.3% |
| Admin fee / account holder | $6,442 | $5,671+13.6% | $5,768+11.7% | $6,918-6.9% |