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 | $134,798 | $140,940-4.4% | $112,229+20.1% | $139,434-3.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 8.79% | 32.71%-23.9pp | 30.20%-21.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,409 | $4,283-67.1% | $3,430-58.9% | $4,751-70.3% |
| Participant deferral / active EE | $3,985 | $5,874-32.2% | $4,798-16.9% | $6,710-40.6% |
| Admin fee / account holder | $17,158 | $9,954+72.4% | $7,748+121.4% | $11,403+50.5% |