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 | $132,366 | $111,754+18.4% | $103,333+28.1% | $145,922-9.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 3.45% | 24.77%-21.3pp | 24.88%-21.4pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,727 | $4,212-35.3% | $3,868-29.5% | $4,660-41.5% |
| Participant deferral / active EE | $6,474 | $5,619+15.2% | $5,057+28.0% | $6,688-3.2% |
| Admin fee / account holder | $8,906 | $9,750-8.7% | $8,355+6.6% | $13,397-33.5% |