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 | $113,516 | $60,892+86.4% | $82,389+37.8% | $84,808+33.9% |
| Participation rate | 91.4% | 63.3%+28.2pp | 69.5%+21.9pp | 68.3%+23.1pp |
| Annual return | 7.60% | 37.29%-29.7pp | 28.67%-21.1pp | 40.90%-33.3pp |
| Employer contribution / active EE | $4,568 | $1,779+156.7% | $2,517+81.5% | $2,631+73.6% |
| Participant deferral / active EE | $10,157 | $3,179+219.5% | $4,155+144.5% | $4,212+141.2% |
| Admin fee / account holder | $26,343 | $5,467+381.8% | $7,231+264.3% | $7,344+258.7% |