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 | $150,878 | $159,602-5.5% | $150,045+0.6% | $142,382+6.0% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 10.61% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $918 | $4,961-81.5% | $4,693-80.4% | $4,299-78.6% |
| Participant deferral / active EE | $7,168 | $8,310-13.7% | $7,997-10.4% | $6,507+10.1% |
| Admin fee / account holder | $47,282 | $14,846+218.5% | $13,435+251.9% | $12,624+274.5% |