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 | $120,325 | $95,803+25.6% | $113,168+6.3% | $84,808+41.9% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 11.76% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,397 | $2,360+43.9% | $2,975+14.2% | $2,631+29.1% |
| Participant deferral / active EE | $7,275 | $4,242+71.5% | $5,107+42.5% | $4,212+72.7% |
| Admin fee / account holder | $35,157 | $8,989+291.1% | $12,068+191.3% | $7,344+378.7% |