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 | $104,953 | $57,016+84.1% | $84,966+23.5% | $80,856+29.8% |
| Participation rate | 88.5% | 56.3%+32.1pp | 67.5%+21.0pp | 67.6%+20.8pp |
| Annual return | 10.52% | 21.66%-11.1pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,384 | $1,798+88.2% | $2,727+24.1% | $2,755+22.8% |
| Participant deferral / active EE | $6,016 | $3,110+93.5% | $4,519+33.1% | $4,296+40.0% |
| Admin fee / account holder | $11,589 | $4,980+132.7% | $6,149+88.5% | $6,918+67.5% |