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 | $149,192 | $88,083+69.4% | $164,813-9.5% | $74,495+100.3% |
| Participation rate | 93.1% | 73.0%+20.1pp | 78.6%+14.5pp | 67.2%+25.9pp |
| Annual return | 9.27% | 17.26%-8.0pp | 69.93%-60.7pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $1,297 | $2,593-50.0% | $4,341-70.1% | $2,623-50.5% |
| Participant deferral / active EE | $6,833 | $4,498+51.9% | $6,031+13.3% | $4,346+57.2% |
| Admin fee / account holder | $1,574 | $2,234-29.5% | $12,690-87.6% | $1,942-18.9% |