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 | $130,774 | $214,378-39.0% | $200,582-34.8% | $142,382-8.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 11.07% | 46.41%-35.3pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,620 | $6,841-76.3% | $6,419-74.8% | $4,299-62.3% |
| Participant deferral / active EE | $10,259 | $9,865+4.0% | $9,331+9.9% | $6,507+57.7% |
| Admin fee / account holder | $638 | $17,692-96.4% | $16,305-96.1% | $12,624-94.9% |