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 5-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 | $115,857 | $83,477+38.8% | $125,175-7.4% | $72,985+58.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.91% | 25.78%-9.9pp | 43.79%-27.9pp | 81.00%-65.1pp |
| Employer contribution / active EE | $4,516 | $2,345+92.6% | $3,865+16.8% | $2,440+85.1% |
| Participant deferral / active EE | $6,485 | $3,585+80.9% | $4,937+31.4% | $3,607+79.8% |
| Admin fee / account holder | $3,635 | $5,517-34.1% | $9,702-62.5% | $5,124-29.1% |