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 | $121,708 | $91,190+33.5% | $178,490-31.8% | $79,858+52.4% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.9pp | 69.6%+26.2pp |
| Annual return | 9.21% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $3,218 | $3,256-1.2% | $5,011-35.8% | $2,471+30.2% |
| Participant deferral / active EE | $2,685 | $3,236-17.0% | $5,202-48.4% | $3,740-28.2% |
| Admin fee / account holder | $5,008 | $6,751-25.8% | $13,984-64.2% | $5,306-5.6% |