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 | $117,088 | $89,753+30.5% | $107,525+8.9% | $84,808+38.1% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 7.80% | 29.48%-21.7pp | 181.32%-173.5pp | 40.90%-33.1pp |
| Employer contribution / active EE | $1,080 | $3,113-65.3% | $3,754-71.2% | $2,631-59.0% |
| Participant deferral / active EE | $6,201 | $4,056+52.9% | $5,116+21.2% | $4,212+47.2% |
| Admin fee / account holder | $11,551 | $7,222+59.9% | $8,919+29.5% | $7,344+57.3% |