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 | $86,225 | $48,364+78.3% | $71,796+20.1% | $62,891+37.1% |
| Participation rate | 96.4% | 60.6%+35.8pp | 69.1%+27.3pp | 69.3%+27.1pp |
| Annual return | 3.47% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,269 | $1,042+21.8% | $1,924-34.1% | $2,281-44.4% |
| Participant deferral / active EE | $2,217 | $2,091+6.0% | $2,794-20.7% | $3,203-30.8% |
| Admin fee / account holder | $711 | $3,771-81.1% | $4,815-85.2% | $4,296-83.4% |