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 | $130,128 | $93,571+39.1% | $135,903-4.2% | $75,163+73.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 8.67% | 30.90%-22.2pp | 68.23%-59.6pp | 160.62%-151.9pp |
| Employer contribution / active EE | $4,456 | $3,537+26.0% | $4,856-8.2% | $2,670+66.9% |
| Participant deferral / active EE | $9,556 | $6,404+49.2% | $7,758+23.2% | $4,125+131.7% |
| Admin fee / account holder | $4,624 | $6,975-33.7% | $10,762-57.0% | $5,651-18.2% |