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 | $201,155 | $138,347+45.4% | $184,203+9.2% | $80,856+148.8% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | -0.96% | 20.02%-21.0pp | 28.81%-29.8pp | 35.59%-36.5pp |
| Employer contribution / active EE | $3,659 | $4,850-24.6% | $6,427-43.1% | $2,755+32.8% |
| Participant deferral / active EE | $7,107 | $7,071+0.5% | $9,131-22.2% | $4,296+65.4% |
| Admin fee / account holder | $4,410 | $10,483-57.9% | $13,901-68.3% | $6,918-36.3% |