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 | $94,818 | $60,022+58.0% | $88,946+6.6% | $84,808+11.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 13.44% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $869 | $1,703-49.0% | $2,555-66.0% | $2,631-67.0% |
| Participant deferral / active EE | $6,844 | $3,114+119.8% | $4,581+49.4% | $4,212+62.5% |
| Admin fee / account holder | $11,187 | $4,811+132.5% | $8,261+35.4% | $7,344+52.3% |