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 | $110,917 | $81,460+36.2% | $103,333+7.3% | $80,856+37.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 8.18% | 25.55%-17.4pp | 24.88%-16.7pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,985 | $3,105-3.9% | $3,868-22.8% | $2,755+8.4% |
| Participant deferral / active EE | $6,268 | $3,869+62.0% | $5,057+23.9% | $4,296+45.9% |
| Admin fee / account holder | $2,927 | $6,566-55.4% | $8,355-65.0% | $6,918-57.7% |