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 6-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 | $146,420 | $165,335-11.4% | $149,696-2.2% | $158,922-7.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.23% | 348.15%-340.9pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,916 | $5,103-42.8% | $4,644-37.2% | $4,761-38.7% |
| Participant deferral / active EE | $7,377 | $7,181+2.7% | $6,842+7.8% | $5,982+23.3% |
| Admin fee / account holder | $575 | $10,807-94.7% | $9,309-93.8% | $11,246-94.9% |