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 | $127,702 | $127,065+0.5% | $113,168+12.8% | $142,382-10.3% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 9.47% | 24.03%-14.6pp | 24.27%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,373 | $3,442-60.1% | $2,975-53.8% | $4,299-68.1% |
| Participant deferral / active EE | $3,622 | $5,716-36.6% | $5,107-29.1% | $6,507-44.3% |
| Admin fee / account holder | $807 | $15,736-94.9% | $12,068-93.3% | $12,624-93.6% |