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 | $144,111 | $89,355+61.3% | $141,162+2.1% | $72,985+97.5% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 18.75% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,235 | $3,114-60.4% | $4,735-73.9% | $2,440-49.4% |
| Participant deferral / active EE | $4,821 | $5,418-11.0% | $6,709-28.1% | $3,607+33.6% |
| Admin fee / account holder | $5,677 | $5,958-4.7% | $10,261-44.7% | $5,124+10.8% |