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 | $195,696 | $78,422+149.5% | $95,952+104.0% | $79,858+145.1% |
| Participation rate | 79.4% | 73.5%+5.9pp | 77.1%+2.3pp | 69.6%+9.8pp |
| Annual return | 3.94% | 19.37%-15.4pp | 91.61%-87.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $1,526 | $1,945-21.5% | $2,541-39.9% | $2,471-38.2% |
| Participant deferral / active EE | $4,098 | $3,440+19.1% | $4,167-1.7% | $3,740+9.6% |
| Admin fee / account holder | $3,554 | $5,622-36.8% | $6,795-47.7% | $5,306-33.0% |