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 | $57,152 | $209,411-72.7% | $178,490-68.0% | $158,922-64.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 4.22% | 188.75%-184.5pp | 151.07%-146.9pp | 302.83%-298.6pp |
| Employer contribution / active EE | $6,282 | $5,706+10.1% | $5,011+25.4% | $4,761+31.9% |
| Participant deferral / active EE | $4,421 | $5,954-25.8% | $5,202-15.0% | $5,982-26.1% |
| Admin fee / account holder | $410 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |