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 | $143,069 | $214,378-33.3% | $200,582-28.7% | $142,382+0.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 7.28% | 46.41%-39.1pp | 42.33%-35.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,749 | $6,841-74.4% | $6,419-72.8% | $4,299-59.3% |
| Participant deferral / active EE | $3,497 | $9,865-64.5% | $9,331-62.5% | $6,507-46.3% |
| Admin fee / account holder | $377 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |