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 | $105,554 | $91,552+15.3% | $133,956-21.2% | $79,858+32.2% |
| Participation rate | 76.1% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 7.66% | 61.85%-54.2pp | 45.09%-37.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $3,256 | $2,384+36.6% | $3,919-16.9% | $2,471+31.8% |
| Participant deferral / active EE | $3,539 | $3,733-5.2% | $5,048-29.9% | $3,740-5.4% |
| Admin fee / account holder | $17,240 | $6,321+172.7% | $8,927+93.1% | $5,306+224.9% |