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 | $101,896 | $80,717+26.2% | $154,803-34.2% | $84,808+20.1% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 13.10% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,266 | $2,761-18.0% | $4,305-47.4% | $2,631-13.9% |
| Participant deferral / active EE | $4,948 | $3,303+49.8% | $5,540-10.7% | $4,212+17.5% |
| Admin fee / account holder | $4,077 | $6,746-39.6% | $14,329-71.6% | $7,344-44.5% |