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 | $94,603 | $83,477+13.3% | $125,175-24.4% | $72,985+29.6% |
| Participation rate | 89.9% | 73.3%+16.5pp | 79.8%+10.1pp | 69.5%+20.4pp |
| Annual return | 4.54% | 25.78%-21.2pp | 43.79%-39.2pp | 81.00%-76.5pp |
| Employer contribution / active EE | $3,415 | $2,345+45.6% | $3,865-11.7% | $2,440+40.0% |
| Participant deferral / active EE | $3,472 | $3,585-3.2% | $4,937-29.7% | $3,607-3.7% |
| Admin fee / account holder | $8,826 | $5,517+60.0% | $9,702-9.0% | $5,124+72.2% |