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 | $118,501 | $109,881+7.8% | $150,045-21.0% | $84,808+39.7% |
| Participation rate | 82.6% | 76.1%+6.5pp | 82.3%+0.3pp | 68.3%+14.3pp |
| Annual return | 13.25% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,541 | $3,561-56.7% | $4,693-67.2% | $2,631-41.4% |
| Participant deferral / active EE | $8,121 | $6,636+22.4% | $7,997+1.5% | $4,212+92.8% |
| Admin fee / account holder | $10,661 | $8,568+24.4% | $13,435-20.6% | $7,344+45.2% |