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 | $131,433 | $109,881+19.6% | $150,045-12.4% | $84,808+55.0% |
| Participation rate | 72.6% | 76.1%-3.5pp | 82.3%-9.7pp | 68.3%+4.3pp |
| Annual return | 11.82% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,037 | $3,561-70.9% | $4,693-77.9% | $2,631-60.6% |
| Participant deferral / active EE | $9,792 | $6,636+47.6% | $7,997+22.4% | $4,212+132.5% |
| Admin fee / account holder | $38,857 | $8,568+353.5% | $13,435+189.2% | $7,344+429.1% |