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 | $107,082 | $94,625+13.2% | $116,228-7.9% | $84,808+26.3% |
| Participation rate | 89.7% | 70.4%+19.3pp | 74.6%+15.2pp | 68.3%+21.4pp |
| Annual return | 11.49% | 20.40%-8.9pp | 90.06%-78.6pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,206 | $2,347+36.6% | $2,994+7.1% | $2,631+21.8% |
| Participant deferral / active EE | $5,239 | $3,972+31.9% | $4,953+5.8% | $4,212+24.4% |
| Admin fee / account holder | $5,766 | $10,091-42.9% | $11,989-51.9% | $7,344-21.5% |