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 | $130,872 | $109,359+19.7% | $162,163-19.3% | $72,985+79.3% |
| Participation rate | 85.1% | 84.3%+0.8pp | 87.6%-2.5pp | 69.5%+15.6pp |
| Annual return | 15.94% | 25.46%-9.5pp | 115.59%-99.6pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,119 | $3,907-45.8% | $5,614-62.3% | $2,440-13.2% |
| Participant deferral / active EE | $4,786 | $5,481-12.7% | $7,298-34.4% | $3,607+32.7% |
| Admin fee / account holder | $1,070 | $7,972-86.6% | $10,843-90.1% | $5,124-79.1% |