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 | $141,922 | $103,376+37.3% | $87,100+62.9% | $152,861-7.2% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 10.25% | 28.10%-17.8pp | 28.19%-17.9pp | 345.32%-335.1pp |
| Employer contribution / active EE | $644 | $3,220-80.0% | $2,521-74.4% | $4,762-86.5% |
| Participant deferral / active EE | $5,169 | $4,778+8.2% | $4,049+27.7% | $5,850-11.6% |
| Admin fee / account holder | $18,805 | $12,205+54.1% | $7,497+150.8% | $11,596+62.2% |