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 | $99,167 | $63,355+56.5% | $91,989+7.8% | $72,985+35.9% |
| Participation rate | 79.5% | 72.5%+7.0pp | 78.6%+0.9pp | 69.5%+10.0pp |
| Annual return | 18.14% | 35.35%-17.2pp | 69.02%-50.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,954 | $2,116+39.6% | $3,452-14.4% | $2,440+21.1% |
| Participant deferral / active EE | $5,357 | $4,883+9.7% | $5,923-9.6% | $3,607+48.5% |
| Admin fee / account holder | $39,062 | $4,668+736.8% | $7,743+404.5% | $5,124+662.3% |