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 | $114,238 | $72,277+58.1% | $101,248+12.8% | $79,858+43.1% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 9.30% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $10,370 | $2,692+285.3% | $3,660+183.4% | $2,471+319.7% |
| Participant deferral / active EE | $1,894 | $3,282-42.3% | $4,370-56.7% | $3,740-49.4% |
| Admin fee / account holder | $1,135 | $4,400-74.2% | $5,945-80.9% | $5,306-78.6% |