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 5-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 | $123,659 | $138,347-10.6% | $184,203-32.9% | $80,856+52.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.43% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $5,209 | $4,850+7.4% | $6,427-19.0% | $2,755+89.1% |
| Participant deferral / active EE | $4,951 | $7,071-30.0% | $9,131-45.8% | $4,296+15.2% |
| Admin fee / account holder | $10,737 | $10,483+2.4% | $13,901-22.8% | $6,918+55.2% |