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 | $110,692 | $109,881+0.7% | $150,045-26.2% | $84,808+30.5% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 9.42% | 28.25%-18.8pp | 62.55%-53.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $3,188 | $3,561-10.5% | $4,693-32.1% | $2,631+21.2% |
| Participant deferral / active EE | $15,808 | $6,636+138.2% | $7,997+97.7% | $4,212+275.3% |
| Admin fee / account holder | $4,809 | $8,568-43.9% | $13,435-64.2% | $7,344-34.5% |