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 | $107,657 | $78,422+37.3% | $95,952+12.2% | $79,858+34.8% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 1.80% | 19.37%-17.6pp | 91.61%-89.8pp | 31.71%-29.9pp |
| Employer contribution / active EE | $3,809 | $1,945+95.8% | $2,541+49.9% | $2,471+54.2% |
| Participant deferral / active EE | $3,425 | $3,440-0.4% | $4,167-17.8% | $3,740-8.4% |
| Admin fee / account holder | $4,010 | $5,622-28.7% | $6,795-41.0% | $5,306-24.4% |