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 | $108,811 | $109,881-1.0% | $150,045-27.5% | $84,808+28.3% |
| Participation rate | 98.1% | 76.1%+22.1pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 12.55% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,573 | $3,561-27.8% | $4,693-45.2% | $2,631-2.2% |
| Participant deferral / active EE | $11,029 | $6,636+66.2% | $7,997+37.9% | $4,212+161.9% |
| Admin fee / account holder | $37,470 | $8,568+337.3% | $13,435+178.9% | $7,344+410.2% |