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 | $100,873 | $79,944+26.2% | $98,439+2.5% | $75,163+34.2% |
| Participation rate | 82.3% | 70.4%+11.9pp | 75.2%+7.1pp | 67.2%+15.1pp |
| Annual return | 12.68% | 19.75%-7.1pp | 21.16%-8.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $586 | $2,264-74.1% | $3,048-80.8% | $2,670-78.1% |
| Participant deferral / active EE | $3,754 | $3,752+0.1% | $4,738-20.8% | $4,125-9.0% |
| Admin fee / account holder | $6,664 | $6,840-2.6% | $8,948-25.5% | $5,651+17.9% |