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 | $140,529 | $98,240+43.0% | $82,313+70.7% | $147,584-4.8% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 8.00% | 30.85%-22.9pp | 25.88%-17.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $620 | $3,192-80.6% | $2,428-74.5% | $4,876-87.3% |
| Participant deferral / active EE | $4,192 | $4,383-4.4% | $3,706+13.1% | $5,439-22.9% |
| Admin fee / account holder | $560 | $8,563-93.5% | $5,608-90.0% | $10,885-94.9% |