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 | $126,116 | $83,477+51.1% | $125,175+0.8% | $72,985+72.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.6pp | 69.5%+23.8pp |
| Annual return | 13.87% | 25.78%-11.9pp | 43.79%-29.9pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,634 | $2,345-30.3% | $3,865-57.7% | $2,440-33.0% |
| Participant deferral / active EE | $5,312 | $3,585+48.2% | $4,937+7.6% | $3,607+47.3% |
| Admin fee / account holder | $12,878 | $5,517+133.4% | $9,702+32.7% | $5,124+151.3% |