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 | $94,016 | $67,606+39.1% | $82,313+14.2% | $70,131+34.1% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 9.03% | 21.57%-12.5pp | 25.88%-16.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $3,305 | $1,755+88.3% | $2,428+36.1% | $2,342+41.1% |
| Participant deferral / active EE | $2,861 | $2,987-4.2% | $3,706-22.8% | $3,332-14.1% |
| Admin fee / account holder | $9,138 | $4,512+102.5% | $5,608+62.9% | $4,645+96.7% |