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 | $118,729 | $109,881+8.1% | $150,045-20.9% | $84,808+40.0% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 13.79% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,119 | $3,561+15.7% | $4,693-12.2% | $2,631+56.5% |
| Participant deferral / active EE | $9,024 | $6,636+36.0% | $7,997+12.8% | $4,212+114.3% |
| Admin fee / account holder | $41,776 | $8,568+387.6% | $13,435+211.0% | $7,344+468.9% |