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 | $100,549 | $80,717+24.6% | $154,803-35.0% | $84,808+18.6% |
| Participation rate | 98.4% | 66.8%+31.6pp | 78.1%+20.4pp | 68.3%+30.1pp |
| Annual return | 12.57% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,048 | $2,761+46.6% | $4,305-6.0% | $2,631+53.9% |
| Participant deferral / active EE | $3,304 | $3,3030% | $5,540-40.4% | $4,212-21.6% |
| Admin fee / account holder | $20,617 | $6,746+205.6% | $14,329+43.9% | $7,344+180.7% |