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 | $139,265 | $148,978-6.5% | $200,582-30.6% | $84,808+64.2% |
| Participation rate | 95.6% | 84.2%+11.4pp | 86.9%+8.7pp | 68.3%+27.3pp |
| Annual return | 9.93% | 28.16%-18.2pp | 42.33%-32.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $7,149 | $4,815+48.5% | $6,419+11.4% | $2,631+171.7% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $488 | $13,977-96.5% | $16,305-97.0% | $7,344-93.4% |