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 | $114,689 | $87,870+30.5% | $113,168+1.3% | $74,304+54.4% |
| Participation rate | 71.3% | 70.7%+0.6pp | 76.6%-5.3pp | 60.3%+11.0pp |
| Annual return | 12.22% | 26.44%-14.2pp | 24.27%-12.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,041 | $2,277-10.4% | $2,975-31.4% | $2,241-8.9% |
| Participant deferral / active EE | $3,701 | $4,241-12.7% | $5,107-27.5% | $3,767-1.8% |
| Admin fee / account holder | $21,427 | $3,368+536.2% | $12,068+77.6% | $2,969+621.7% |