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 | $109,761 | $72,277+51.9% | $101,248+8.4% | $79,858+37.4% |
| Participation rate | 91.9% | 68.5%+23.4pp | 75.8%+16.1pp | 69.6%+22.3pp |
| Annual return | 6.58% | 22.30%-15.7pp | 46.47%-39.9pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,648 | $2,692-38.8% | $3,660-55.0% | $2,471-33.3% |
| Participant deferral / active EE | $3,349 | $3,282+2.0% | $4,370-23.4% | $3,740-10.5% |
| Admin fee / account holder | $6,390 | $4,400+45.2% | $5,945+7.5% | $5,306+20.4% |