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 | $113,398 | $74,927+51.3% | $101,794+11.4% | $84,808+33.7% |
| Participation rate | 94.2% | 61.4%+32.8pp | 69.2%+25.0pp | 68.3%+25.9pp |
| Annual return | 10.07% | 18.70%-8.6pp | 30.53%-20.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,602 | $1,522+5.3% | $2,289-30.0% | $2,631-39.1% |
| Participant deferral / active EE | $3,550 | $3,099+14.6% | $4,084-13.1% | $4,212-15.7% |
| Admin fee / account holder | $12,641 | $6,514+94.1% | $8,777+44.0% | $7,344+72.1% |