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 | $136,594 | $201,272-32.1% | $184,203-25.8% | $145,922-6.4% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 8.00% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,470 | $7,022-79.1% | $6,427-77.1% | $4,660-68.5% |
| Participant deferral / active EE | $7,679 | $9,806-21.7% | $9,131-15.9% | $6,688+14.8% |
| Admin fee / account holder | $4,525 | $16,364-72.3% | $13,901-67.4% | $13,397-66.2% |