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 | $130,778 | $217,402-39.8% | $185,823-29.6% | $167,490-21.9% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 0.36% | 148.36%-148.0pp | 122.05%-121.7pp | 478.56%-478.2pp |
| Employer contribution / active EE | $3,630 | $5,873-38.2% | $5,167-29.8% | $4,837-25.0% |
| Participant deferral / active EE | $4,585 | $6,356-27.9% | $5,568-17.7% | $6,341-27.7% |
| Admin fee / account holder | $11,845 | $19,811-40.2% | $16,237-27.0% | $12,309-3.8% |