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 | $126,509 | $80,673+56.8% | $101,326+24.9% | $84,808+49.2% |
| Participation rate | 78.7% | 77.8%+0.9pp | 81.5%-2.8pp | 68.3%+10.4pp |
| Annual return | 11.04% | 38.95%-27.9pp | 36.82%-25.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,630 | $2,698-39.6% | $3,665-55.5% | $2,631-38.1% |
| Participant deferral / active EE | $3,544 | $6,840-48.2% | $7,994-55.7% | $4,212-15.9% |
| Admin fee / account holder | $27,458 | $12,784+114.8% | $11,185+145.5% | $7,344+273.9% |