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 | $103,190 | $72,492+42.3% | $87,100+18.5% | $72,985+41.4% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 3.09% | 24.46%-21.4pp | 28.19%-25.1pp | 81.00%-77.9pp |
| Employer contribution / active EE | $1,330 | $1,894-29.8% | $2,521-47.2% | $2,440-45.5% |
| Participant deferral / active EE | $3,621 | $3,270+10.8% | $4,049-10.6% | $3,607+0.4% |
| Admin fee / account holder | $4,238 | $5,055-16.2% | $7,497-43.5% | $5,124-17.3% |