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 | $185,920 | $110,257+68.6% | $96,544+92.6% | $139,434+33.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 9.17% | 26.32%-17.1pp | 25.84%-16.7pp | 372.94%-363.8pp |
| Employer contribution / active EE | $2,337 | $3,620-35.4% | $2,965-21.2% | $4,751-50.8% |
| Participant deferral / active EE | $7,495 | $5,548+35.1% | $4,851+54.5% | $6,710+11.7% |
| Admin fee / account holder | $4,170 | $11,591-64.0% | $8,252-49.5% | $11,403-63.4% |