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 | $114,059 | $95,803+19.1% | $113,168+0.8% | $84,808+34.5% |
| Participation rate | 82.1% | 72.9%+9.2pp | 76.6%+5.5pp | 68.3%+13.7pp |
| Annual return | 7.37% | 25.00%-17.6pp | 24.27%-16.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $3,185 | $2,360+35.0% | $2,975+7.0% | $2,631+21.0% |
| Participant deferral / active EE | $7,613 | $4,242+79.5% | $5,107+49.1% | $4,212+80.8% |
| Admin fee / account holder | $28,569 | $8,989+217.8% | $12,068+136.7% | $7,344+289.0% |