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 | $121,813 | $83,477+45.9% | $125,175-2.7% | $72,985+66.9% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.5%+21.8pp |
| Annual return | 5.26% | 25.78%-20.5pp | 43.79%-38.5pp | 81.00%-75.7pp |
| Employer contribution / active EE | $3,087 | $2,345+31.6% | $3,865-20.1% | $2,440+26.5% |
| Participant deferral / active EE | $4,927 | $3,585+37.4% | $4,937-0.2% | $3,607+36.6% |
| Admin fee / account holder | $3,467 | $5,517-37.2% | $9,702-64.3% | $5,124-32.3% |