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 | $139,329 | $148,534-6.2% | $135,903+2.5% | $139,434-0.1% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 8.85% | 79.19%-70.3pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $4,007 | $5,243-23.6% | $4,856-17.5% | $4,751-15.7% |
| Participant deferral / active EE | $11,894 | $8,100+46.8% | $7,758+53.3% | $6,710+77.3% |
| Admin fee / account holder | $55,100 | $12,400+344.4% | $10,762+412.0% | $11,403+383.2% |