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 | $108,544 | $72,012+50.7% | $185,823-41.6% | $79,858+35.9% |
| Participation rate | 80.8% | 65.8%+15.0pp | 78.0%+2.7pp | 69.6%+11.1pp |
| Annual return | 6.24% | 23.12%-16.9pp | 35.95%-29.7pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,934 | $1,965-1.6% | $4,087-52.7% | $2,471-21.7% |
| Participant deferral / active EE | $6,902 | $3,779+82.7% | $5,632+22.5% | $3,740+84.5% |
| Admin fee / account holder | $8,507 | $4,513+88.5% | $9,500-10.5% | $5,306+60.3% |