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 | $131,483 | $109,413+20.2% | $156,263-15.9% | $84,808+55.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.23% | 20.18%-9.0pp | 59.47%-48.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,415 | $2,907+51.9% | $4,333+1.9% | $2,631+67.8% |
| Participant deferral / active EE | $6,884 | $4,590+50.0% | $6,158+11.8% | $4,212+63.4% |
| Admin fee / account holder | $3,664 | $9,357-60.8% | $14,255-74.3% | $7,344-50.1% |