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 5-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 | $150,364 | $201,272-25.3% | $184,203-18.4% | $145,922+3.0% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 9.48% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,683 | $7,022-61.8% | $6,427-58.3% | $4,660-42.4% |
| Participant deferral / active EE | $5,213 | $9,806-46.8% | $9,131-42.9% | $6,688-22.1% |
| Admin fee / account holder | $10,443 | $16,364-36.2% | $13,901-24.9% | $13,397-22.0% |