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 | $120,916 | $109,413+10.5% | $156,263-22.6% | $84,808+42.6% |
| Participation rate | 91.7% | 72.7%+19.0pp | 78.9%+12.8pp | 68.3%+23.4pp |
| Annual return | 11.76% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $6,548 | $2,907+125.2% | $4,333+51.1% | $2,631+148.9% |
| Participant deferral / active EE | $2,090 | $4,590-54.5% | $6,158-66.1% | $4,212-50.4% |
| Admin fee / account holder | $6,475 | $9,357-30.8% | $14,255-54.6% | $7,344-11.8% |