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 | $112,178 | $91,552+22.5% | $133,956-16.3% | $79,858+40.5% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 7.54% | 61.85%-54.3pp | 45.09%-37.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,777 | $2,384+16.5% | $3,919-29.1% | $2,471+12.4% |
| Participant deferral / active EE | $5,079 | $3,733+36.0% | $5,048+0.6% | $3,740+35.8% |
| Admin fee / account holder | $4,597 | $6,321-27.3% | $8,927-48.5% | $5,306-13.4% |