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 | $141,903 | $118,450+19.8% | $98,439+44.2% | $139,434+1.8% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 5.08% | 18.94%-13.9pp | 21.16%-16.1pp | 372.94%-367.9pp |
| Employer contribution / active EE | $1,280 | $3,609-64.5% | $3,048-58.0% | $4,751-73.1% |
| Participant deferral / active EE | $3,456 | $5,392-35.9% | $4,738-27.1% | $6,710-48.5% |
| Admin fee / account holder | $311 | $14,026-97.8% | $8,948-96.5% | $11,403-97.3% |