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 | $136,637 | $176,812-22.7% | $146,665-6.8% | $167,490-18.4% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 6.51% | 24.03%-17.5pp | 22.74%-16.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,158 | $5,160-77.6% | $4,136-72.0% | $4,837-76.1% |
| Participant deferral / active EE | $4,271 | $6,440-33.7% | $5,506-22.4% | $6,341-32.7% |
| Admin fee / account holder | $1,940 | $13,259-85.4% | $10,280-81.1% | $12,309-84.2% |