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 | $120,092 | $117,983+1.8% | $101,794+18.0% | $142,382-15.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 6.66% | 36.92%-30.3pp | 30.53%-23.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $3,102 | $2,773+11.9% | $2,289+35.5% | $4,299-27.8% |
| Participant deferral / active EE | $3,448 | $4,714-26.8% | $4,084-15.6% | $6,507-47.0% |
| Admin fee / account holder | $11,086 | $10,433+6.3% | $8,777+26.3% | $12,624-12.2% |