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 | $118,509 | $85,766+38.2% | $136,294-13.0% | $70,131+69.0% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 14.09% | 31.45%-17.4pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $4,068 | $2,966+37.2% | $4,695-13.4% | $2,342+73.7% |
| Participant deferral / active EE | $5,084 | $5,051+0.6% | $6,247-18.6% | $3,332+52.6% |
| Admin fee / account holder | $337 | $5,420-93.8% | $9,243-96.3% | $4,645-92.7% |