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 | $111,653 | $95,803+16.5% | $113,168-1.3% | $84,808+31.7% |
| Participation rate | 81.7% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.4pp |
| Annual return | 11.37% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,468 | $2,360-37.8% | $2,975-50.7% | $2,631-44.2% |
| Participant deferral / active EE | $6,006 | $4,242+41.6% | $5,107+17.6% | $4,212+42.6% |
| Admin fee / account holder | $5,884 | $8,989-34.5% | $12,068-51.2% | $7,344-19.9% |