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 | $111,041 | $80,717+37.6% | $154,803-28.3% | $84,808+30.9% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 9.73% | 37.96%-28.2pp | 58.88%-49.1pp | 40.90%-31.2pp |
| Employer contribution / active EE | $4,518 | $2,761+63.6% | $4,305+4.9% | $2,631+71.7% |
| Participant deferral / active EE | $5,605 | $3,303+69.7% | $5,540+1.2% | $4,212+33.1% |
| Admin fee / account holder | $6,195 | $6,746-8.2% | $14,329-56.8% | $7,344-15.6% |