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 | $119,017 | $84,233+41.3% | $170,442-30.2% | $70,131+69.7% |
| Participation rate | 84.3% | 70.8%+13.5pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 11.83% | 23.06%-11.2pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,571 | $3,387-53.6% | $5,433-71.1% | $2,342-32.9% |
| Participant deferral / active EE | $3,982 | $3,086+29.0% | $4,939-19.4% | $3,332+19.5% |
| Admin fee / account holder | $3,408 | $5,698-40.2% | $13,880-75.4% | $4,645-26.6% |