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 | $100,896 | $67,606+49.2% | $82,313+22.6% | $70,131+43.9% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 11.19% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,027 | $1,755-41.5% | $2,428-57.7% | $2,342-56.1% |
| Participant deferral / active EE | $4,628 | $2,987+54.9% | $3,706+24.9% | $3,332+38.9% |
| Admin fee / account holder | $11,155 | $4,512+147.2% | $5,608+98.9% | $4,645+140.1% |