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 | $102,174 | $83,477+22.4% | $125,175-18.4% | $72,985+40.0% |
| Participation rate | 79.7% | 73.3%+6.3pp | 79.8%-0.1pp | 69.5%+10.2pp |
| Annual return | 15.10% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,964 | $2,345-16.3% | $3,865-49.2% | $2,440-19.5% |
| Participant deferral / active EE | $3,064 | $3,585-14.5% | $4,937-37.9% | $3,607-15.1% |
| Admin fee / account holder | $22,415 | $5,517+306.3% | $9,702+131.0% | $5,124+337.4% |