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 | $141,769 | $104,251+36.0% | $91,001+55.8% | $147,584-3.9% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.6%-5.0pp | 82.8%-12.2pp |
| Annual return | 7.20% | 27.06%-19.9pp | 4.60%+2.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,104 | $3,116-64.6% | $2,456-55.1% | $4,876-77.4% |
| Participant deferral / active EE | $5,847 | $4,195+39.4% | $3,547+64.8% | $5,439+7.5% |
| Admin fee / account holder | $12,645 | $8,948+41.3% | $5,417+133.4% | $10,885+16.2% |