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 | $114,978 | $64,480+78.3% | $81,382+41.3% | $80,856+42.2% |
| Participation rate | 86.2% | 63.9%+22.3pp | 69.5%+16.7pp | 67.6%+18.6pp |
| Annual return | 9.90% | 16.34%-6.4pp | 24.73%-14.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,786 | $1,978+40.8% | $2,463+13.1% | $2,755+1.1% |
| Participant deferral / active EE | $7,578 | $3,094+144.9% | $3,883+95.1% | $4,296+76.4% |
| Admin fee / account holder | $21,704 | $5,671+282.7% | $5,768+276.3% | $6,918+213.7% |