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 | $135,325 | $158,398-14.6% | $126,539+6.9% | $142,382-5.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 7.27% | 593.76%-586.5pp | 425.95%-418.7pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,157 | $4,650-75.1% | $3,674-68.5% | $4,299-73.1% |
| Participant deferral / active EE | $1,417 | $4,767-70.3% | $4,083-65.3% | $6,507-78.2% |
| Admin fee / account holder | $3,911 | $6,918-43.5% | $6,065-35.5% | $12,624-69.0% |