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 | $140,667 | $159,901-12.0% | $146,958-4.3% | $145,922-3.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 6.75% | 98.13%-91.4pp | 418.34%-411.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $3,566 | $5,286-32.5% | $4,933-27.7% | $4,660-23.5% |
| Participant deferral / active EE | $5,969 | $8,428-29.2% | $8,070-26.0% | $6,688-10.7% |
| Admin fee / account holder | $32,538 | $15,044+116.3% | $12,998+150.3% | $13,397+142.9% |