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 | $112,555 | $85,766+31.2% | $136,294-17.4% | $70,131+60.5% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 13.61% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,373 | $2,966-53.7% | $4,695-70.8% | $2,342-41.4% |
| Participant deferral / active EE | $3,430 | $5,051-32.1% | $6,247-45.1% | $3,332+3.0% |
| Admin fee / account holder | $4,757 | $5,420-12.2% | $9,243-48.5% | $4,645+2.4% |