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 | $111,293 | $58,512+90.2% | $84,015+32.5% | $72,985+52.5% |
| Participation rate | 80.8% | 61.2%+19.5pp | 69.0%+11.8pp | 69.5%+11.3pp |
| Annual return | 11.94% | 28.93%-17.0pp | 71.31%-59.4pp | 81.00%-69.1pp |
| Employer contribution / active EE | $2,391 | $1,163+105.6% | $1,983+20.6% | $2,440-2.0% |
| Participant deferral / active EE | $6,712 | $2,394+180.4% | $3,239+107.3% | $3,607+86.1% |
| Admin fee / account holder | $808 | $4,569-82.3% | $6,101-86.8% | $5,124-84.2% |