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 | $101,427 | $43,075+135.5% | $74,583+36.0% | $62,891+61.3% |
| Participation rate | 89.8% | 58.1%+31.7pp | 68.1%+21.7pp | 69.3%+20.5pp |
| Annual return | 4.79% | 17.50%-12.7pp | 20.47%-15.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $4,447 | $1,498+196.9% | $2,525+76.1% | $2,281+95.0% |
| Participant deferral / active EE | $3,506 | $2,389+46.7% | $3,458+1.4% | $3,203+9.5% |
| Admin fee / account holder | $30,895 | $2,840+987.9% | $4,138+646.7% | $4,296+619.2% |