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 | $111,895 | $57,541+94.5% | $95,745+16.9% | $75,163+48.9% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 13.43% | 34.93%-21.5pp | 28.35%-14.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,185 | $1,808-34.4% | $2,835-58.2% | $2,670-55.6% |
| Participant deferral / active EE | $5,442 | $3,074+77.0% | $4,245+28.2% | $4,125+31.9% |
| Admin fee / account holder | $5,309 | $4,099+29.5% | $5,678-6.5% | $5,651-6.1% |