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 | $181,462 | $210,408-13.8% | $153,485+18.2% | $145,922+24.4% |
| Participation rate | 71.4% | 82.1%-10.7pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 4.21% | 13.37%-9.2pp | 15.65%-11.4pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,145 | $6,048-64.5% | $5,039-57.4% | $4,660-54.0% |
| Participant deferral / active EE | $10,541 | $7,975+32.2% | $6,757+56.0% | $6,688+57.6% |
| Admin fee / account holder | $2,232 | $19,419-88.5% | $12,724-82.5% | $13,397-83.3% |