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 | $143,726 | $232,540-38.2% | $185,117-22.4% | $147,584-2.6% |
| Participation rate | 73.3% | 82.4%-9.0pp | 77.3%-3.9pp | 82.8%-9.5pp |
| Annual return | 5.38% | 43.03%-37.7pp | 40.50%-35.1pp | 578.55%-573.2pp |
| Employer contribution / active EE | $483 | $5,195-90.7% | $4,182-88.5% | $4,876-90.1% |
| Participant deferral / active EE | $2,614 | $5,834-55.2% | $5,045-48.2% | $5,439-51.9% |
| Admin fee / account holder | $59,679 | $10,275+480.8% | $8,159+631.4% | $10,885+448.3% |