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 | $140,462 | $201,272-30.2% | $184,203-23.7% | $145,922-3.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 2.95% | 29.00%-26.1pp | 28.81%-25.9pp | 561.29%-558.3pp |
| Employer contribution / active EE | $5,045 | $7,022-28.1% | $6,427-21.5% | $4,660+8.3% |
| Participant deferral / active EE | $8,002 | $9,806-18.4% | $9,131-12.4% | $6,688+19.7% |
| Admin fee / account holder | $30,593 | $16,364+87.0% | $13,901+120.1% | $13,397+128.4% |