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 | $99,349 | $66,402+49.6% | $109,895-9.6% | $85,850+15.7% |
| Participation rate | 95.0% | 63.9%+31.1pp | 74.2%+20.8pp | 69.3%+25.7pp |
| Annual return | 8.67% | 19.59%-10.9pp | 29.45%-20.8pp | 318.53%-309.9pp |
| Employer contribution / active EE | $2,133 | $1,687+26.4% | $2,842-24.9% | $2,565-16.8% |
| Participant deferral / active EE | $5,103 | $2,842+79.5% | $4,048+26.1% | $3,952+29.1% |
| Admin fee / account holder | $17,808 | $4,557+290.8% | $6,066+193.6% | $6,260+184.5% |