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 | $117,380 | $125,758-6.7% | $169,993-31.0% | $75,163+56.2% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.0%+0.1pp | 67.2%+19.9pp |
| Annual return | 8.63% | 27.20%-18.6pp | 53.37%-44.7pp | 160.62%-152.0pp |
| Employer contribution / active EE | $1,698 | $4,615-63.2% | $6,785-75.0% | $2,670-36.4% |
| Participant deferral / active EE | $5,584 | $6,837-18.3% | $10,408-46.3% | $4,125+35.4% |
| Admin fee / account holder | $3,852 | $8,173-52.9% | $12,815-69.9% | $5,651-31.8% |