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 | $103,120 | $58,512+76.2% | $84,015+22.7% | $72,985+41.3% |
| Participation rate | 96.2% | 61.2%+34.9pp | 69.0%+27.1pp | 69.5%+26.7pp |
| Annual return | 1.20% | 28.93%-27.7pp | 71.31%-70.1pp | 81.00%-79.8pp |
| Employer contribution / active EE | $997 | $1,163-14.3% | $1,983-49.7% | $2,440-59.1% |
| Participant deferral / active EE | $5,246 | $2,394+119.2% | $3,239+62.0% | $3,607+45.4% |
| Admin fee / account holder | $2,183 | $4,569-52.2% | $6,101-64.2% | $5,124-57.4% |