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 | $140,527 | $78,705+78.5% | $117,854+19.2% | $70,131+100.4% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.7pp | 69.5%+27.8pp |
| Annual return | 11.80% | 23.30%-11.5pp | 335.08%-323.3pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,958 | $2,223-11.9% | $3,786-48.3% | $2,342-16.4% |
| Participant deferral / active EE | $5,371 | $3,297+62.9% | $4,482+19.8% | $3,332+61.2% |
| Admin fee / account holder | $713 | $5,065-85.9% | $8,020-91.1% | $4,645-84.7% |