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 | $110,839 | $95,803+15.7% | $113,168-2.1% | $84,808+30.7% |
| Participation rate | 95.5% | 72.9%+22.6pp | 76.6%+18.9pp | 68.3%+27.1pp |
| Annual return | 11.67% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,051 | $2,360-13.1% | $2,975-31.1% | $2,631-22.1% |
| Participant deferral / active EE | $7,007 | $4,242+65.2% | $5,107+37.2% | $4,212+66.4% |
| Admin fee / account holder | $7,818 | $8,989-13.0% | $12,068-35.2% | $7,344+6.5% |