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 | $104,016 | $54,762+89.9% | $90,281+15.2% | $72,985+42.5% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 4.32% | 30.63%-26.3pp | 78.10%-73.8pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,481 | $2,092+18.6% | $2,854-13.1% | $2,440+1.7% |
| Participant deferral / active EE | $5,758 | $2,887+99.4% | $3,885+48.2% | $3,607+59.6% |
| Admin fee / account holder | $3,274 | $3,972-17.6% | $5,351-38.8% | $5,124-36.1% |