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 | $154,954 | $210,408-26.4% | $153,485+1.0% | $145,922+6.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 6.85% | 13.37%-6.5pp | 15.65%-8.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,121 | $6,048-64.9% | $5,039-57.9% | $4,660-54.5% |
| Participant deferral / active EE | $6,520 | $7,975-18.3% | $6,757-3.5% | $6,688-2.5% |
| Admin fee / account holder | $828 | $19,419-95.7% | $12,724-93.5% | $13,397-93.8% |