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 8-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 | $135,515 | $114,381+18.5% | $107,525+26.0% | $142,382-4.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.32% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $12,371 | $4,015+208.1% | $3,754+229.6% | $4,299+187.8% |
| Participant deferral / active EE | $12,945 | $5,564+132.7% | $5,116+153.1% | $6,507+98.9% |
| Admin fee / account holder | $917 | $9,860-90.7% | $8,919-89.7% | $12,624-92.7% |