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 | $108,565 | $80,968+34.1% | $96,544+12.5% | $75,163+44.4% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 12.26% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,314 | $2,282-42.4% | $2,965-55.7% | $2,670-50.8% |
| Participant deferral / active EE | $4,809 | $3,928+22.4% | $4,851-0.9% | $4,125+16.6% |
| Admin fee / account holder | $32,653 | $6,724+385.6% | $8,252+295.7% | $5,651+477.8% |