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 | $155,253 | $165,335-6.1% | $149,696+3.7% | $158,922-2.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 0.66% | 348.15%-347.5pp | 276.60%-275.9pp | 302.83%-302.2pp |
| Employer contribution / active EE | $2,307 | $5,103-54.8% | $4,644-50.3% | $4,761-51.6% |
| Participant deferral / active EE | $8,786 | $7,181+22.4% | $6,842+28.4% | $5,982+46.9% |
| Admin fee / account holder | $3,767 | $10,807-65.1% | $9,309-59.5% | $11,246-66.5% |