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 | $130,097 | $123,793+5.1% | $177,821-26.8% | $79,858+62.9% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 2.74% | 22.82%-20.1pp | 48.32%-45.6pp | 31.71%-29.0pp |
| Employer contribution / active EE | $3,473 | $4,095-15.2% | $5,918-41.3% | $2,471+40.6% |
| Participant deferral / active EE | $4,966 | $5,956-16.6% | $7,714-35.6% | $3,740+32.8% |
| Admin fee / account holder | $1,690 | $7,243-76.7% | $12,427-86.4% | $5,306-68.2% |