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 | $96,261 | $67,606+42.4% | $82,313+16.9% | $70,131+37.3% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.9%+13.6pp | 69.5%+20.9pp |
| Annual return | 11.89% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $4,350 | $1,755+147.9% | $2,428+79.1% | $2,342+85.7% |
| Participant deferral / active EE | $1,795 | $2,987-39.9% | $3,706-51.6% | $3,332-46.1% |
| Admin fee / account holder | $5,652 | $4,512+25.3% | $5,608+0.8% | $4,645+21.7% |