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 | $125,802 | $86,929+44.7% | $102,423+22.8% | $80,856+55.6% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 9.16% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,738 | $2,369-26.6% | $3,023-42.5% | $2,755-36.9% |
| Participant deferral / active EE | $3,209 | $4,118-22.1% | $5,053-36.5% | $4,296-25.3% |
| Admin fee / account holder | $43,171 | $8,049+436.4% | $9,451+356.8% | $6,918+524.0% |