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 | $155,381 | $114,381+35.8% | $107,525+44.5% | $142,382+9.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 9.40% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,876 | $4,015-53.3% | $3,754-50.0% | $4,299-56.4% |
| Participant deferral / active EE | $6,014 | $5,564+8.1% | $5,116+17.6% | $6,507-7.6% |
| Admin fee / account holder | $2,793 | $9,860-71.7% | $8,919-68.7% | $12,624-77.9% |