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 | $102,057 | $60,892+67.6% | $82,389+23.9% | $84,808+20.3% |
| Participation rate | 72.1% | 63.3%+8.8pp | 69.5%+2.5pp | 68.3%+3.8pp |
| Annual return | 12.32% | 37.29%-25.0pp | 28.67%-16.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $6,150 | $1,779+245.7% | $2,517+144.3% | $2,631+133.8% |
| Participant deferral / active EE | $6,906 | $3,179+117.3% | $4,155+66.2% | $4,212+64.0% |
| Admin fee / account holder | $14,369 | $5,467+162.8% | $7,231+98.7% | $7,344+95.7% |