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 | $115,438 | $80,717+43.0% | $154,803-25.4% | $84,808+36.1% |
| Participation rate | 91.3% | 66.8%+24.5pp | 78.1%+13.2pp | 68.3%+23.0pp |
| Annual return | 12.07% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,291 | $2,761+19.2% | $4,305-23.6% | $2,631+25.1% |
| Participant deferral / active EE | $3,250 | $3,303-1.6% | $5,540-41.3% | $4,212-22.8% |
| Admin fee / account holder | $17,023 | $6,746+152.4% | $14,329+18.8% | $7,344+131.8% |