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 | $140,406 | $89,355+57.1% | $141,162-0.5% | $72,985+92.4% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 16.63% | 111.85%-95.2pp | 71.39%-54.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $4,293 | $3,114+37.8% | $4,735-9.3% | $2,440+75.9% |
| Participant deferral / active EE | $5,365 | $5,418-1.0% | $6,709-20.0% | $3,607+48.7% |
| Admin fee / account holder | $8,970 | $5,958+50.6% | $10,261-12.6% | $5,124+75.1% |