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 | $112,604 | $177,572-36.6% | $154,803-27.3% | $142,382-20.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 9.33% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,824 | $4,810-20.5% | $4,305-11.2% | $4,299-11.1% |
| Participant deferral / active EE | $2,911 | $6,272-53.6% | $5,540-47.5% | $6,507-55.3% |
| Admin fee / account holder | $1,410 | $16,786-91.6% | $14,329-90.2% | $12,624-88.8% |