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 | $167,538 | $107,334+56.1% | $92,893+80.4% | $152,861+9.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 3.31% | 145.58%-142.3pp | 109.41%-106.1pp | 345.32%-342.0pp |
| Employer contribution / active EE | $902 | $4,221-78.6% | $3,653-75.3% | $4,762-81.1% |
| Participant deferral / active EE | $1,803 | $4,845-62.8% | $4,236-57.4% | $5,850-69.2% |
| Admin fee / account holder | $537 | $7,079-92.4% | $5,794-90.7% | $11,596-95.4% |