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 | $116,902 | $101,724+14.9% | $164,813-29.1% | $80,856+44.6% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 10.46% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,999 | $2,953-32.3% | $4,341-53.9% | $2,755-27.4% |
| Participant deferral / active EE | $6,382 | $4,477+42.5% | $6,031+5.8% | $4,296+48.6% |
| Admin fee / account holder | $3,947 | $8,227-52.0% | $12,690-68.9% | $6,918-42.9% |