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 | $137,315 | $114,381+20.0% | $107,525+27.7% | $142,382-3.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 7.95% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,206 | $4,015-70.0% | $3,754-67.9% | $4,299-71.9% |
| Participant deferral / active EE | $1,888 | $5,564-66.1% | $5,116-63.1% | $6,507-71.0% |
| Admin fee / account holder | $1,472 | $9,860-85.1% | $8,919-83.5% | $12,624-88.3% |