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 | $138,566 | $64,432+115.1% | - | $139,434-0.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 8.62% | 4.96%+3.7pp | - | 372.94%-364.3pp |
| Employer contribution / active EE | $1,929 | $6,830-71.8% | - | $4,751-59.4% |
| Participant deferral / active EE | $987 | $2,937-66.4% | - | $6,710-85.3% |
| Admin fee / account holder | $17,374 | $3,919+343.3% | - | $11,403+52.4% |