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 | $120,645 | $109,881+9.8% | $150,045-19.6% | $84,808+42.3% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 10.83% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,903 | $6,636+19.1% | $7,997-1.2% | $4,212+87.7% |
| Admin fee / account holder | $4,313 | $8,568-49.7% | $13,435-67.9% | $7,344-41.3% |