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 | $105,893 | $70,428+50.4% | $96,562+9.7% | $85,850+23.3% |
| Participation rate | 96.6% | 61.8%+34.8pp | 69.8%+26.8pp | 69.3%+27.3pp |
| Annual return | 8.96% | 18.59%-9.6pp | 37.78%-28.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $1,726 | $1,413+22.2% | $2,356-26.8% | $2,565-32.7% |
| Participant deferral / active EE | $4,575 | $2,894+58.1% | $3,849+18.9% | $3,952+15.8% |
| Admin fee / account holder | $19,504 | $4,997+290.3% | $6,181+215.6% | $6,260+211.6% |