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 | $123,831 | $117,381+5.5% | $99,443+24.5% | $152,861-19.0% |
| Participation rate | 95.2% | 77.5%+17.7pp | 73.8%+21.4pp | 82.4%+12.8pp |
| Annual return | 1.90% | 31.87%-30.0pp | 30.72%-28.8pp | 345.32%-343.4pp |
| Employer contribution / active EE | $2,304 | $3,013-23.5% | $2,540-9.3% | $4,762-51.6% |
| Participant deferral / active EE | $4,191 | $4,086+2.6% | $3,619+15.8% | $5,850-28.4% |
| Admin fee / account holder | $575 | $7,631-92.5% | $6,250-90.8% | $11,596-95.0% |