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 | $103,048 | $71,050+45.0% | $93,606+10.1% | $80,856+27.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.74% | 11.26%-1.5pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,062 | $1,564+159.8% | $2,420+67.9% | $2,755+47.5% |
| Participant deferral / active EE | $6,942 | $4,034+72.1% | $4,411+57.4% | $4,296+61.6% |
| Admin fee / account holder | $6,472 | $6,945-6.8% | $8,285-21.9% | $6,918-6.4% |