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 | $110,474 | $80,673+36.9% | $101,326+9.0% | $84,808+30.3% |
| Participation rate | 78.1% | 77.8%+0.3pp | 81.5%-3.4pp | 68.3%+9.8pp |
| Annual return | 11.79% | 38.95%-27.2pp | 36.82%-25.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,681 | $2,698-37.7% | $3,665-54.1% | $2,631-36.1% |
| Participant deferral / active EE | $4,037 | $6,840-41.0% | $7,994-49.5% | $4,212-4.1% |
| Admin fee / account holder | $57,021 | $12,784+346.0% | $11,185+409.8% | $7,344+676.5% |