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 6-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 | $94,342 | $159,602-40.9% | $150,045-37.1% | $142,382-33.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.69% | 70.24%-59.5pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,612 | $4,961-47.3% | $4,693-44.3% | $4,299-39.2% |
| Participant deferral / active EE | $13,300 | $8,310+60.0% | $7,997+66.3% | $6,507+104.4% |
| Admin fee / account holder | $18,578 | $14,846+25.1% | $13,435+38.3% | $12,624+47.2% |