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 | $101,862 | $68,547+48.6% | $120,354-15.4% | $80,856+26.0% |
| Participation rate | 70.0% | 61.6%+8.4pp | 71.9%-1.9pp | 67.6%+2.4pp |
| Annual return | 10.05% | 23.60%-13.6pp | 107.15%-97.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,370 | $2,051+64.3% | $3,463-2.7% | $2,755+22.3% |
| Participant deferral / active EE | $5,176 | $3,173+63.1% | $4,991+3.7% | $4,296+20.5% |
| Admin fee / account holder | $19,174 | $5,732+234.5% | $9,423+103.5% | $6,918+177.2% |