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 | $109,356 | $91,190+19.9% | $178,490-38.7% | $79,858+36.9% |
| Participation rate | 85.5% | 69.2%+16.3pp | 81.9%+3.5pp | 69.6%+15.8pp |
| Annual return | 8.07% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $456 | $3,256-86.0% | $5,011-90.9% | $2,471-81.6% |
| Participant deferral / active EE | $2,623 | $3,236-18.9% | $5,202-49.6% | $3,740-29.9% |
| Admin fee / account holder | $7,978 | $6,751+18.2% | $13,984-42.9% | $5,306+50.4% |