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 | $140,629 | $106,584+31.9% | $101,326+38.8% | $142,382-1.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 10.33% | 36.93%-26.6pp | 36.82%-26.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $805 | $3,956-79.7% | $3,665-78.0% | $4,299-81.3% |
| Participant deferral / active EE | $14,032 | $8,297+69.1% | $7,994+75.5% | $6,507+115.6% |
| Admin fee / account holder | $231,681 | $11,446+1924.1% | $11,185+1971.3% | $12,624+1735.3% |