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 | $154,909 | $192,717-19.6% | $142,449+8.7% | $139,434+11.1% |
| Participation rate | 75.0% | 81.5%-6.5pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 8.54% | 17.99%-9.5pp | 19.99%-11.5pp | 372.94%-364.4pp |
| Employer contribution / active EE | $3,044 | $5,806-47.6% | $4,847-37.2% | $4,751-35.9% |
| Participant deferral / active EE | $8,337 | $7,208+15.7% | $6,283+32.7% | $6,710+24.2% |
| Admin fee / account holder | $14,056 | $15,124-7.1% | $10,011+40.4% | $11,403+23.3% |