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 | $115,732 | $93,571+23.7% | $135,903-14.8% | $75,163+54.0% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 12.19% | 30.90%-18.7pp | 68.23%-56.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,406 | $3,537-3.7% | $4,856-29.9% | $2,670+27.6% |
| Participant deferral / active EE | $6,325 | $6,404-1.2% | $7,758-18.5% | $4,125+53.3% |
| Admin fee / account holder | $23,312 | $6,975+234.2% | $10,762+116.6% | $5,651+312.5% |