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 | $116,002 | $81,248+42.8% | $155,509-25.4% | $80,856+43.5% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 8.67% | 33.31%-24.6pp | 64.67%-56.0pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,471 | $3,100-20.3% | $4,672-47.1% | $2,755-10.3% |
| Participant deferral / active EE | $3,600 | $3,452+4.3% | $5,626-36.0% | $4,296-16.2% |
| Admin fee / account holder | $6,495 | $7,997-18.8% | $15,912-59.2% | $6,918-6.1% |