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 | $93,108 | $55,706+67.1% | $75,886+22.7% | $72,985+27.6% |
| Participation rate | 74.0% | 61.1%+12.9pp | 69.3%+4.7pp | 69.5%+4.5pp |
| Annual return | 12.51% | 27.59%-15.1pp | 30.76%-18.2pp | 81.00%-68.5pp |
| Employer contribution / active EE | $3,132 | $1,687+85.7% | $2,500+25.3% | $2,440+28.4% |
| Participant deferral / active EE | $3,771 | $2,634+43.2% | $3,603+4.7% | $3,607+4.5% |
| Admin fee / account holder | $5,587 | $3,978+40.4% | $5,418+3.1% | $5,124+9.0% |