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 | $139,744 | $127,065+10.0% | $113,168+23.5% | $142,382-1.9% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 4.23% | 24.03%-19.8pp | 24.27%-20.0pp | 217.08%-212.8pp |
| Employer contribution / active EE | $2,049 | $3,442-40.5% | $2,975-31.1% | $4,299-52.3% |
| Participant deferral / active EE | $2,661 | $5,716-53.5% | $5,107-47.9% | $6,507-59.1% |
| Admin fee / account holder | $25,963 | $15,736+65.0% | $12,068+115.1% | $12,624+105.7% |