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 | $141,184 | $108,919+29.6% | $100,391+40.6% | $145,922-3.2% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 7.17% | 57.88%-50.7pp | 49.20%-42.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $516 | $4,419-88.3% | $3,942-86.9% | $4,660-88.9% |
| Participant deferral / active EE | $4,217 | $8,445-50.1% | $8,082-47.8% | $6,688-36.9% |
| Admin fee / account holder | $26,643 | $9,689+175.0% | $7,899+237.3% | $13,397+98.9% |