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 | $127,827 | $176,056-27.4% | $159,436-19.8% | $167,490-23.7% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 5.65% | 331.75%-326.1pp | 263.57%-257.9pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,187 | $5,297-77.6% | $4,829-75.4% | $4,837-75.5% |
| Participant deferral / active EE | $4,749 | $7,750-38.7% | $7,352-35.4% | $6,341-25.1% |
| Admin fee / account holder | $628 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |