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 | $102,297 | $81,947+24.8% | $105,387-2.9% | $72,985+40.2% |
| Participation rate | 92.1% | 76.5%+15.6pp | 82.6%+9.5pp | 69.5%+22.6pp |
| Annual return | 16.06% | 42.90%-26.8pp | 26.82%-10.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,556 | $3,468-55.1% | $4,213-63.1% | $2,440-36.2% |
| Participant deferral / active EE | $4,235 | $4,494-5.8% | $5,502-23.0% | $3,607+17.4% |
| Admin fee / account holder | $17,396 | $6,258+178.0% | $6,559+165.2% | $5,124+239.5% |