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 | $120,373 | $148,978-19.2% | $200,582-40.0% | $84,808+41.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.97% | 28.16%-16.2pp | 42.33%-30.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,211 | $4,815-54.1% | $6,419-65.6% | $2,631-16.0% |
| Participant deferral / active EE | $5,201 | $7,142-27.2% | $9,331-44.3% | $4,212+23.5% |
| Admin fee / account holder | $21,059 | $13,977+50.7% | $16,305+29.2% | $7,344+186.8% |