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 | $109,911 | $88,634+24.0% | $101,326+8.5% | $74,304+47.9% |
| Participation rate | 79.1% | 76.9%+2.3pp | 81.5%-2.4pp | 60.3%+18.8pp |
| Annual return | 12.92% | 33.10%-20.2pp | 36.82%-23.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $4,393 | $2,930+49.9% | $3,665+19.8% | $2,241+96.0% |
| Participant deferral / active EE | $9,156 | $7,322+25.1% | $7,994+14.5% | $3,767+143.0% |
| Admin fee / account holder | $15,528 | $2,425+540.3% | $11,185+38.8% | $2,969+423.0% |