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 | $118,817 | $95,803+24.0% | $113,168+5.0% | $84,808+40.1% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 9.13% | 25.00%-15.9pp | 24.27%-15.1pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,075 | $2,360-12.1% | $2,975-30.3% | $2,631-21.1% |
| Participant deferral / active EE | $3,632 | $4,242-14.4% | $5,107-28.9% | $4,212-13.8% |
| Admin fee / account holder | $7,677 | $8,989-14.6% | $12,068-36.4% | $7,344+4.5% |