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 | $126,602 | $163,101-22.4% | $136,749-7.4% | $142,382-11.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.40% | 27.54%-21.1pp | 24.33%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,405 | $4,117-41.6% | $3,400-29.3% | $4,299-44.1% |
| Participant deferral / active EE | $3,168 | $5,585-43.3% | $4,692-32.5% | $6,507-51.3% |
| Admin fee / account holder | $56,054 | $14,318+291.5% | $11,386+392.3% | $12,624+344.0% |