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 7-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 | $111,762 | $175,202-36.2% | $149,673-25.3% | $139,434-19.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 6.80% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,214 | $5,474-77.8% | $4,818-74.8% | $4,751-74.4% |
| Participant deferral / active EE | $5,750 | $6,519-11.8% | $5,680+1.2% | $6,710-14.3% |
| Admin fee / account holder | $783 | $16,150-95.2% | $13,210-94.1% | $11,403-93.1% |