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 | $100,568 | $72,492+38.7% | $87,100+15.5% | $72,985+37.8% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 3.53% | 24.46%-20.9pp | 28.19%-24.7pp | 81.00%-77.5pp |
| Employer contribution / active EE | $1,486 | $1,894-21.5% | $2,521-41.1% | $2,440-39.1% |
| Participant deferral / active EE | $3,677 | $3,270+12.5% | $4,049-9.2% | $3,607+1.9% |
| Admin fee / account holder | $3,521 | $5,055-30.4% | $7,497-53.0% | $5,124-31.3% |