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 | $154,315 | $176,056-12.3% | $159,436-3.2% | $167,490-7.9% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 6.88% | 331.75%-324.9pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,655 | $7,750-1.2% | $7,352+4.1% | $6,341+20.7% |
| Admin fee / account holder | $41,030 | $12,554+226.8% | $10,799+280.0% | $12,309+233.3% |