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 | $87,158 | $60,349+44.4% | $74,183+17.5% | $62,891+38.6% |
| Participation rate | 96.1% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 3.03% | 21.37%-18.3pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,420 | $1,680-15.5% | $2,370-40.1% | $2,281-37.7% |
| Participant deferral / active EE | $4,465 | $2,856+56.3% | $3,550+25.8% | $3,203+39.4% |
| Admin fee / account holder | $6,718 | $4,261+57.7% | $5,586+20.3% | $4,296+56.4% |