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 | $69,928 | $217,402-67.8% | $185,823-62.4% | $167,490-58.2% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 7.09% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,657 | $5,873-71.8% | $5,167-67.9% | $4,837-65.8% |
| Participant deferral / active EE | $5,455 | $6,356-14.2% | $5,568-2.0% | $6,341-14.0% |
| Admin fee / account holder | $1,149 | $19,811-94.2% | $16,237-92.9% | $12,309-90.7% |