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 | $137,984 | $89,355+54.4% | $141,162-2.3% | $72,985+89.1% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.1pp | 69.5%+10.9pp |
| Annual return | 17.03% | 111.85%-94.8pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $886 | $3,114-71.5% | $4,735-81.3% | $2,440-63.7% |
| Participant deferral / active EE | $6,249 | $5,418+15.3% | $6,709-6.9% | $3,607+73.2% |
| Admin fee / account holder | $16,674 | $5,958+179.9% | $10,261+62.5% | $5,124+225.4% |