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 | $126,362 | $89,753+40.8% | $107,525+17.5% | $84,808+49.0% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 12.76% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,000 | $3,113+60.6% | $3,754+33.2% | $2,631+90.0% |
| Participant deferral / active EE | $4,909 | $4,056+21.0% | $5,116-4.0% | $4,212+16.6% |
| Admin fee / account holder | $2,582 | $7,222-64.3% | $8,919-71.1% | $7,344-64.8% |