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 | $100,988 | $80,717+25.1% | $154,803-34.8% | $84,808+19.1% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 10.02% | 37.96%-27.9pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,509 | $2,761+63.3% | $4,305+4.7% | $2,631+71.4% |
| Participant deferral / active EE | $3,620 | $3,303+9.6% | $5,540-34.7% | $4,212-14.1% |
| Admin fee / account holder | $20,214 | $6,746+199.7% | $14,329+41.1% | $7,344+175.2% |