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 | $119,213 | $157,256-24.2% | $141,162-15.5% | $152,861-22.0% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 11.31% | 64.32%-53.0pp | 71.39%-60.1pp | 345.32%-334.0pp |
| Employer contribution / active EE | $3,202 | $5,261-39.1% | $4,735-32.4% | $4,762-32.8% |
| Participant deferral / active EE | $15,300 | $7,109+115.2% | $6,709+128.0% | $5,850+161.5% |
| Admin fee / account holder | $9,781 | $12,120-19.3% | $10,261-4.7% | $11,596-15.7% |