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 | $112,717 | $138,347-18.5% | $184,203-38.8% | $80,856+39.4% |
| Participation rate | 72.9% | 83.9%-10.9pp | 86.8%-13.9pp | 67.6%+5.3pp |
| Annual return | 9.29% | 20.02%-10.7pp | 28.81%-19.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,126 | $4,850-35.6% | $6,427-51.4% | $2,755+13.5% |
| Participant deferral / active EE | $4,463 | $7,071-36.9% | $9,131-51.1% | $4,296+3.9% |
| Admin fee / account holder | $18,614 | $10,483+77.6% | $13,901+33.9% | $6,918+169.1% |