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 | $117,523 | $112,881+4.1% | $90,951+29.2% | $158,922-26.1% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 2.67% | 215.79%-213.1pp | 134.60%-131.9pp | 302.83%-300.2pp |
| Employer contribution / active EE | $894 | $2,893-69.1% | $2,122-57.9% | $4,761-81.2% |
| Participant deferral / active EE | $7,340 | $4,128+77.8% | $3,373+117.6% | $5,982+22.7% |
| Admin fee / account holder | $1,992 | $8,041-75.2% | $5,959-66.6% | $11,246-82.3% |