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 | $103,987 | $63,764+63.1% | $81,930+26.9% | $79,858+30.2% |
| Participation rate | 75.3% | 67.5%+7.8pp | 72.0%+3.3pp | 69.6%+5.6pp |
| Annual return | 7.94% | 22.66%-14.7pp | 29.49%-21.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,209 | $1,795+23.0% | $4,310-48.7% | $2,471-10.6% |
| Participant deferral / active EE | $4,018 | $2,780+44.5% | $7,107-43.5% | $3,740+7.4% |
| Admin fee / account holder | $19,801 | $4,426+347.3% | $5,158+283.9% | $5,306+273.2% |