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 | $131,703 | $98,750+33.4% | $149,696-12.0% | $79,858+64.9% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 9.31% | 27.43%-18.1pp | 276.60%-267.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,194 | $3,216-31.8% | $4,644-52.8% | $2,471-11.2% |
| Participant deferral / active EE | $7,814 | $5,680+37.6% | $6,842+14.2% | $3,740+108.9% |
| Admin fee / account holder | $789 | $6,053-87.0% | $9,309-91.5% | $5,306-85.1% |