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 9-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 | $68,186 | $74,888-8.9% | $71,209-4.2% | $142,382-52.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.14% | 345.14%-336.0pp | 282.51%-273.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,900 | $2,854-33.4% | $2,721-30.2% | $4,299-55.8% |
| Participant deferral / active EE | $4,756 | $4,454+6.8% | $4,175+13.9% | $6,507-26.9% |
| Admin fee / account holder | $760 | $5,568-86.4% | $5,349-85.8% | $12,624-94.0% |