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 | $131,421 | $109,881+19.6% | $150,045-12.4% | $84,808+55.0% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 13.13% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,504 | $3,561-29.7% | $4,693-46.6% | $2,631-4.8% |
| Participant deferral / active EE | $7,430 | $6,636+12.0% | $7,997-7.1% | $4,212+76.4% |
| Admin fee / account holder | $2,212 | $8,568-74.2% | $13,435-83.5% | $7,344-69.9% |