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 | $115,771 | $59,101+95.9% | $77,163+50.0% | $75,163+54.0% |
| Participation rate | 76.3% | 63.9%+12.5pp | 69.6%+6.7pp | 67.2%+9.1pp |
| Annual return | 10.92% | 26.71%-15.8pp | 37.87%-27.0pp | 160.62%-149.7pp |
| Employer contribution / active EE | $982 | $1,995-50.8% | $2,535-61.2% | $2,670-63.2% |
| Participant deferral / active EE | $5,233 | $2,999+74.5% | $3,833+36.5% | $4,125+26.8% |
| Admin fee / account holder | $2,002 | $4,774-58.1% | $5,472-63.4% | $5,651-64.6% |