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 | $98,112 | $78,422+25.1% | $95,952+2.3% | $79,858+22.9% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 9.11% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,942 | $1,945+51.3% | $2,541+15.8% | $2,471+19.1% |
| Participant deferral / active EE | $1,858 | $3,440-46.0% | $4,167-55.4% | $3,740-50.3% |
| Admin fee / account holder | $2,365 | $5,622-57.9% | $6,795-65.2% | $5,306-55.4% |