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 | $147,849 | $210,648-29.8% | $177,989-16.9% | $145,922+1.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 6.56% | 385.86%-379.3pp | 294.48%-287.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $8,276 | $4,565+81.3% | $3,949+109.6% | $4,660+77.6% |
| Participant deferral / active EE | $5,828 | $6,958-16.2% | $6,276-7.1% | $6,688-12.9% |
| Admin fee / account holder | $5,173 | $12,013-56.9% | $10,363-50.1% | $13,397-61.4% |