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 | $115,576 | $83,477+38.5% | $125,175-7.7% | $72,985+58.4% |
| Participation rate | 83.1% | 73.3%+9.8pp | 79.8%+3.3pp | 69.5%+13.6pp |
| Annual return | 15.51% | 25.78%-10.3pp | 43.79%-28.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $786 | $2,345-66.5% | $3,865-79.7% | $2,440-67.8% |
| Participant deferral / active EE | $3,203 | $3,585-10.7% | $4,937-35.1% | $3,607-11.2% |
| Admin fee / account holder | $4,420 | $5,517-19.9% | $9,702-54.4% | $5,124-13.8% |