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 | $104,225 | $95,803+8.8% | $113,168-7.9% | $84,808+22.9% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 11.97% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,018 | $2,360-56.9% | $2,975-65.8% | $2,631-61.3% |
| Participant deferral / active EE | $6,410 | $4,242+51.1% | $5,107+25.5% | $4,212+52.2% |
| Admin fee / account holder | $16,116 | $8,989+79.3% | $12,068+33.5% | $7,344+119.5% |