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 | $112,175 | $54,705+105.1% | $71,209+57.5% | $84,808+32.3% |
| Participation rate | 75.7% | 64.1%+11.6pp | 73.8%+1.9pp | 68.3%+7.4pp |
| Annual return | 13.24% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,737 | $2,158-19.5% | $2,721-36.1% | $2,631-34.0% |
| Participant deferral / active EE | $4,746 | $3,030+56.6% | $4,175+13.7% | $4,212+12.7% |
| Admin fee / account holder | $9,903 | $4,863+103.6% | $5,349+85.1% | $7,344+34.9% |