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 | $120,932 | $109,881+10.1% | $150,045-19.4% | $84,808+42.6% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 7.90% | 28.25%-20.3pp | 62.55%-54.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $1,620 | $3,561-54.5% | $4,693-65.5% | $2,631-38.4% |
| Participant deferral / active EE | $8,074 | $6,636+21.7% | $7,997+1.0% | $4,212+91.7% |
| Admin fee / account holder | $13,053 | $8,568+52.3% | $13,435-2.8% | $7,344+77.7% |