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 9-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 | $152,488 | $103,376+47.5% | $87,100+75.1% | $152,861-0.2% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 8.85% | 28.10%-19.2pp | 28.19%-19.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,496 | $3,220-53.6% | $2,521-40.7% | $4,762-68.6% |
| Participant deferral / active EE | $1,672 | $4,778-65.0% | $4,049-58.7% | $5,850-71.4% |
| Admin fee / account holder | $512 | $12,205-95.8% | $7,497-93.2% | $11,596-95.6% |