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 | $134,989 | $103,376+30.6% | $87,100+55.0% | $152,861-11.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 3.50% | 28.10%-24.6pp | 28.19%-24.7pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,434 | $3,220-55.5% | $2,521-43.1% | $4,762-69.9% |
| Participant deferral / active EE | $3,354 | $4,778-29.8% | $4,049-17.2% | $5,850-42.7% |
| Admin fee / account holder | $28,789 | $12,205+135.9% | $7,497+284.0% | $11,596+148.3% |