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 | $130,678 | $89,698+45.7% | $103,476+26.3% | $80,856+61.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 10.90% | 22.78%-11.9pp | 23.90%-13.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,833 | $4,018+20.3% | $4,672+3.4% | $2,755+75.4% |
| Participant deferral / active EE | $4,178 | $5,456-23.4% | $6,623-36.9% | $4,296-2.7% |
| Admin fee / account holder | $12,806 | $6,768+89.2% | $9,413+36.1% | $6,918+85.1% |