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 | $100,906 | $59,101+70.7% | $77,163+30.8% | $75,163+34.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.6%+26.7pp | 67.2%+29.1pp |
| Annual return | 10.70% | 26.71%-16.0pp | 37.87%-27.2pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,810 | $1,995-9.3% | $2,535-28.6% | $2,670-32.2% |
| Participant deferral / active EE | $1,858 | $2,999-38.1% | $3,833-51.5% | $4,125-55.0% |
| Admin fee / account holder | $3,393 | $4,774-28.9% | $5,472-38.0% | $5,651-40.0% |