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 | $150,529 | $74,888+101.0% | $71,209+111.4% | $142,382+5.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.30% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $733 | $2,854-74.3% | $2,721-73.1% | $4,299-82.9% |
| Participant deferral / active EE | $3,507 | $4,454-21.3% | $4,175-16.0% | $6,507-46.1% |
| Admin fee / account holder | $1,692 | $5,568-69.6% | $5,349-68.4% | $12,624-86.6% |