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 | $140,067 | $109,413+28.0% | $156,263-10.4% | $84,808+65.2% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 10.31% | 20.18%-9.9pp | 59.47%-49.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,649 | $2,907-43.3% | $4,333-62.0% | $2,631-37.3% |
| Participant deferral / active EE | $5,897 | $4,590+28.5% | $6,158-4.2% | $4,212+40.0% |
| Admin fee / account holder | $67,003 | $9,357+616.1% | $14,255+370.0% | $7,344+812.4% |