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 | $113,317 | $58,512+93.7% | $84,015+34.9% | $72,985+55.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 6.42% | 28.93%-22.5pp | 71.31%-64.9pp | 81.00%-74.6pp |
| Employer contribution / active EE | $2,143 | $1,163+84.3% | $1,983+8.1% | $2,440-12.2% |
| Participant deferral / active EE | $5,447 | $2,394+127.6% | $3,239+68.2% | $3,607+51.0% |
| Admin fee / account holder | $1,997 | $4,569-56.3% | $6,101-67.3% | $5,124-61.0% |