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 | $105,307 | $109,881-4.2% | $150,045-29.8% | $84,808+24.2% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 11.85% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,097 | $3,561-41.1% | $4,693-55.3% | $2,631-20.3% |
| Participant deferral / active EE | $4,409 | $6,636-33.6% | $7,997-44.9% | $4,212+4.7% |
| Admin fee / account holder | $3,826 | $8,568-55.3% | $13,435-71.5% | $7,344-47.9% |