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 | $105,405 | $80,717+30.6% | $154,803-31.9% | $84,808+24.3% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 10.56% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,861 | $2,761+3.6% | $4,305-33.6% | $2,631+8.7% |
| Participant deferral / active EE | $5,030 | $3,303+52.3% | $5,540-9.2% | $4,212+19.4% |
| Admin fee / account holder | $90,196 | $6,746+1237.1% | $14,329+529.5% | $7,344+1128.2% |