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 | $121,145 | $60,022+101.8% | $88,946+36.2% | $84,808+42.8% |
| Participation rate | 73.9% | 57.8%+16.1pp | 68.8%+5.1pp | 68.3%+5.6pp |
| Annual return | 10.51% | 22.43%-11.9pp | 57.82%-47.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,748 | $1,703+2.6% | $2,555-31.6% | $2,631-33.6% |
| Participant deferral / active EE | $3,690 | $3,114+18.5% | $4,581-19.5% | $4,212-12.4% |
| Admin fee / account holder | $10,356 | $4,811+115.2% | $8,261+25.4% | $7,344+41.0% |