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 | $152,014 | $94,338+61.1% | $100,534+51.2% | $142,382+6.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 6.83% | 29.20%-22.4pp | 32.66%-25.8pp | 217.08%-210.2pp |
| Employer contribution / active EE | $6,461 | $4,237+52.5% | $4,346+48.6% | $4,299+50.3% |
| Participant deferral / active EE | $6,461 | $5,934+8.9% | $6,144+5.2% | $6,507-0.7% |
| Admin fee / account holder | $2,077 | $8,421-75.3% | $7,654-72.9% | $12,624-83.5% |