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 | $118,224 | $56,897+107.8% | $84,750+39.5% | $62,891+88.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.31% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,622 | $2,400-32.4% | $3,574-54.6% | $2,281-28.9% |
| Participant deferral / active EE | $5,930 | $2,709+118.9% | $3,712+59.8% | $3,203+85.1% |
| Admin fee / account holder | $2,682 | $3,581-25.1% | $5,332-49.7% | $4,296-37.6% |