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 | $90,191 | $60,022+50.3% | $88,946+1.4% | $84,808+6.3% |
| Participation rate | 82.8% | 57.8%+24.9pp | 68.8%+13.9pp | 68.3%+14.4pp |
| Annual return | 13.56% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,562 | $1,703+109.2% | $2,555+39.4% | $2,631+35.4% |
| Participant deferral / active EE | $3,561 | $3,114+14.4% | $4,581-22.3% | $4,212-15.4% |
| Admin fee / account holder | $8,544 | $4,811+77.6% | $8,261+3.4% | $7,344+16.3% |