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 | $98,711 | $80,968+21.9% | $96,544+2.2% | $75,163+31.3% |
| Participation rate | 72.6% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 12.36% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,524 | $2,282+10.6% | $2,965-14.9% | $2,670-5.5% |
| Participant deferral / active EE | $5,035 | $3,928+28.2% | $4,851+3.8% | $4,125+22.1% |
| Admin fee / account holder | $14,592 | $6,724+117.0% | $8,252+76.8% | $5,651+158.2% |