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 | $115,273 | $80,717+42.8% | $154,803-25.5% | $84,808+35.9% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 12.57% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,558 | $2,761-43.6% | $4,305-63.8% | $2,631-40.8% |
| Participant deferral / active EE | $2,046 | $3,303-38.1% | $5,540-63.1% | $4,212-51.4% |
| Admin fee / account holder | $749 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |