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 | $138,194 | $124,281+11.2% | $109,143+26.6% | $167,490-17.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 6.46% | 26.04%-19.6pp | 25.75%-19.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $1,832 | $4,207-56.5% | $3,722-50.8% | $4,837-62.1% |
| Participant deferral / active EE | $3,886 | $5,255-26.0% | $4,653-16.5% | $6,341-38.7% |
| Admin fee / account holder | $3,929 | $7,970-50.7% | $6,752-41.8% | $12,309-68.1% |