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 | $119,968 | $89,355+34.3% | $141,162-15.0% | $72,985+64.4% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 18.68% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,434 | $3,114+10.3% | $4,735-27.5% | $2,440+40.7% |
| Participant deferral / active EE | $7,874 | $5,418+45.3% | $6,709+17.4% | $3,607+118.3% |
| Admin fee / account holder | $9,495 | $5,958+59.4% | $10,261-7.5% | $5,124+85.3% |