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 | $120,636 | $163,101-26.0% | $136,749-11.8% | $142,382-15.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 4.96% | 27.54%-22.6pp | 24.33%-19.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $928 | $4,117-77.5% | $3,400-72.7% | $4,299-78.4% |
| Participant deferral / active EE | $9,717 | $5,585+74.0% | $4,692+107.1% | $6,507+49.3% |
| Admin fee / account holder | $2,310 | $14,318-83.9% | $11,386-79.7% | $12,624-81.7% |