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 | $139,257 | $109,413+27.3% | $156,263-10.9% | $84,808+64.2% |
| Participation rate | 72.9% | 72.7%+0.2pp | 78.9%-6.0pp | 68.3%+4.6pp |
| Annual return | 10.65% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,537 | $2,907-47.1% | $4,333-64.5% | $2,631-41.6% |
| Participant deferral / active EE | $3,256 | $4,590-29.1% | $6,158-47.1% | $4,212-22.7% |
| Admin fee / account holder | $2,936 | $9,357-68.6% | $14,255-79.4% | $7,344-60.0% |