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 | $126,047 | $65,365+92.8% | $92,893+35.7% | $72,985+72.7% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 4.00% | 42.10%-38.1pp | 109.41%-105.4pp | 81.00%-77.0pp |
| Employer contribution / active EE | $1,711 | $2,594-34.1% | $3,653-53.2% | $2,440-29.9% |
| Participant deferral / active EE | $4,634 | $3,128+48.1% | $4,236+9.4% | $3,607+28.5% |
| Admin fee / account holder | $5,983 | $4,251+40.7% | $5,794+3.3% | $5,124+16.8% |