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 | $128,319 | $80,717+59.0% | $154,803-17.1% | $84,808+51.3% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 12.73% | 37.96%-25.2pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,925 | $2,761-30.3% | $4,305-55.3% | $2,631-26.8% |
| Participant deferral / active EE | $2,871 | $3,303-13.1% | $5,540-48.2% | $4,212-31.8% |
| Admin fee / account holder | $1,180 | $6,746-82.5% | $14,329-91.8% | $7,344-83.9% |