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 | $107,709 | $72,492+48.6% | $87,100+23.7% | $72,985+47.6% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.3pp |
| Annual return | 14.99% | 24.46%-9.5pp | 28.19%-13.2pp | 81.00%-66.0pp |
| Employer contribution / active EE | $835 | $1,894-55.9% | $2,521-66.9% | $2,440-65.8% |
| Participant deferral / active EE | $3,443 | $3,270+5.3% | $4,049-15.0% | $3,607-4.6% |
| Admin fee / account holder | $31,180 | $5,055+516.8% | $7,497+315.9% | $5,124+508.5% |