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 | $111,561 | $109,413+2.0% | $156,263-28.6% | $84,808+31.5% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 12.39% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,067 | $2,907-63.3% | $4,333-75.4% | $2,631-59.5% |
| Participant deferral / active EE | $5,258 | $4,590+14.6% | $6,158-14.6% | $4,212+24.9% |
| Admin fee / account holder | $6,625 | $9,357-29.2% | $14,255-53.5% | $7,344-9.8% |