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 | $115,571 | $95,803+20.6% | $113,168+2.1% | $84,808+36.3% |
| Participation rate | 86.4% | 72.9%+13.5pp | 76.6%+9.8pp | 68.3%+18.1pp |
| Annual return | 9.20% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,751 | $2,360-25.8% | $2,975-41.2% | $2,631-33.5% |
| Participant deferral / active EE | $5,777 | $4,242+36.2% | $5,107+13.1% | $4,212+37.2% |
| Admin fee / account holder | $41,824 | $8,989+365.3% | $12,068+246.6% | $7,344+469.5% |