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 | $110,317 | $109,359+0.9% | $162,163-32.0% | $72,985+51.2% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 16.05% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-65.0pp |
| Employer contribution / active EE | $4,554 | $3,907+16.6% | $5,614-18.9% | $2,440+86.7% |
| Participant deferral / active EE | $6,331 | $5,481+15.5% | $7,298-13.2% | $3,607+75.5% |
| Admin fee / account holder | $7,445 | $7,972-6.6% | $10,843-31.3% | $5,124+45.3% |