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 | $157,119 | $201,272-21.9% | $184,203-14.7% | $145,922+7.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.14% | 29.00%-24.9pp | 28.81%-24.7pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,724 | $7,022-61.2% | $6,427-57.6% | $4,660-41.5% |
| Participant deferral / active EE | $4,065 | $9,806-58.6% | $9,131-55.5% | $6,688-39.2% |
| Admin fee / account holder | $1,757 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |