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 | $107,240 | $80,717+32.9% | $154,803-30.7% | $84,808+26.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.40% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,398 | $2,761-13.2% | $4,305-44.3% | $2,631-8.9% |
| Participant deferral / active EE | $3,648 | $3,303+10.5% | $5,540-34.1% | $4,212-13.4% |
| Admin fee / account holder | $6,306 | $6,746-6.5% | $14,329-56.0% | $7,344-14.1% |