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 | $106,820 | $80,717+32.3% | $154,803-31.0% | $84,808+26.0% |
| Participation rate | 78.5% | 66.8%+11.7pp | 78.1%+0.4pp | 68.3%+10.2pp |
| Annual return | 11.72% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $8,988 | $2,761+225.5% | $4,305+108.8% | $2,631+241.6% |
| Participant deferral / active EE | $6,180 | $3,303+87.1% | $5,540+11.5% | $4,212+46.7% |
| Admin fee / account holder | $36,575 | $6,746+442.2% | $14,329+155.3% | $7,344+398.0% |