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 | $113,059 | $148,978-24.1% | $200,582-43.6% | $84,808+33.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.89% | 28.16%-18.3pp | 42.33%-32.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $6,066 | $4,815+26.0% | $6,419-5.5% | $2,631+130.6% |
| Participant deferral / active EE | $12,750 | $7,142+78.5% | $9,331+36.6% | $4,212+202.7% |
| Admin fee / account holder | $12,267 | $13,977-12.2% | $16,305-24.8% | $7,344+67.0% |