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 | $105,216 | $86,929+21.0% | $102,423+2.7% | $80,856+30.1% |
| Participation rate | 98.7% | 72.4%+26.4pp | 76.5%+22.2pp | 67.6%+31.1pp |
| Annual return | 8.77% | 18.88%-10.1pp | 29.32%-20.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,288 | $2,369+81.0% | $3,023+41.8% | $2,755+55.7% |
| Participant deferral / active EE | $4,890 | $4,118+18.7% | $5,053-3.2% | $4,296+13.8% |
| Admin fee / account holder | $6,231 | $8,049-22.6% | $9,451-34.1% | $6,918-9.9% |