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 | $115,456 | $109,413+5.5% | $156,263-26.1% | $84,808+36.1% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 12.48% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,054 | $2,907+39.5% | $4,333-6.4% | $2,631+54.1% |
| Participant deferral / active EE | $5,112 | $4,590+11.4% | $6,158-17.0% | $4,212+21.4% |
| Admin fee / account holder | $1,364 | $9,357-85.4% | $14,255-90.4% | $7,344-81.4% |