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 | $96,466 | $67,411+43.1% | $91,001+6.0% | $70,131+37.6% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 10.69% | -40.16%+50.9pp | 4.60%+6.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,063 | $1,786+15.5% | $2,456-16.0% | $2,342-11.9% |
| Participant deferral / active EE | $2,259 | $2,823-20.0% | $3,547-36.3% | $3,332-32.2% |
| Admin fee / account holder | $5,171 | $4,236+22.1% | $5,417-4.5% | $4,645+11.3% |