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 4-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 | $103,031 | $60,022+71.7% | $88,946+15.8% | $84,808+21.5% |
| Participation rate | 87.9% | 57.8%+30.0pp | 68.8%+19.0pp | 68.3%+19.6pp |
| Annual return | 13.15% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,008 | $1,703+18.0% | $2,555-21.4% | $2,631-23.7% |
| Participant deferral / active EE | $6,555 | $3,114+110.5% | $4,581+43.1% | $4,212+55.7% |
| Admin fee / account holder | $4,939 | $4,811+2.7% | $8,261-40.2% | $7,344-32.7% |