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 | $102,286 | $64,348+59.0% | $90,160+13.4% | $70,131+45.9% |
| Participation rate | 76.5% | 70.4%+6.0pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 10.40% | 28.13%-17.7pp | 34.88%-24.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $551 | $2,046-73.1% | $3,318-83.4% | $2,342-76.5% |
| Participant deferral / active EE | $3,303 | $4,389-24.7% | $5,288-37.5% | $3,332-0.9% |
| Admin fee / account holder | $3,112 | $3,944-21.1% | $5,943-47.6% | $4,645-33.0% |