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 | $124,364 | $85,766+45.0% | $136,294-8.8% | $70,131+77.3% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 12.58% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,861 | $2,966-37.2% | $4,695-60.4% | $2,342-20.5% |
| Participant deferral / active EE | $4,922 | $5,051-2.6% | $6,247-21.2% | $3,332+47.7% |
| Admin fee / account holder | $3,765 | $5,420-30.5% | $9,243-59.3% | $4,645-18.9% |