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 | $141,398 | $135,952+4.0% | $123,892+14.1% | $273,961-48.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 0.88% | 56.63%-55.8pp | 47.52%-46.6pp | 41.45%-40.6pp |
| Employer contribution / active EE | $3,770 | $5,170-27.1% | $4,617-18.3% | $4,869-22.6% |
| Participant deferral / active EE | $5,058 | $6,343-20.3% | $5,984-15.5% | $5,287-4.3% |
| Admin fee / account holder | $2,144 | $9,817-78.2% | $8,357-74.3% | $10,132-78.8% |