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 | $114,397 | $72,277+58.3% | $101,248+13.0% | $79,858+43.3% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 3.62% | 22.30%-18.7pp | 46.47%-42.9pp | 31.71%-28.1pp |
| Employer contribution / active EE | $6,000 | $2,692+122.9% | $3,660+64.0% | $2,471+142.8% |
| Participant deferral / active EE | $3,736 | $3,282+13.8% | $4,370-14.5% | $3,740-0.1% |
| Admin fee / account holder | $31,605 | $4,400+618.2% | $5,945+431.6% | $5,306+495.6% |