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 | $123,533 | $127,065-2.8% | $113,168+9.2% | $142,382-13.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 3.64% | 24.03%-20.4pp | 24.27%-20.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,962 | $3,442-14.0% | $2,975-0.4% | $4,299-31.1% |
| Participant deferral / active EE | $3,922 | $5,716-31.4% | $5,107-23.2% | $6,507-39.7% |
| Admin fee / account holder | $5,405 | $15,736-65.7% | $12,068-55.2% | $12,624-57.2% |