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 | $50,226 | $176,056-71.5% | $159,436-68.5% | $167,490-70.0% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 5.83% | 331.75%-325.9pp | 263.57%-257.7pp | 478.56%-472.7pp |
| Employer contribution / active EE | $3,301 | $5,297-37.7% | $4,829-31.6% | $4,837-31.8% |
| Participant deferral / active EE | $7,118 | $7,750-8.2% | $7,352-3.2% | $6,341+12.3% |
| Admin fee / account holder | $4,399 | $12,554-65.0% | $10,799-59.3% | $12,309-64.3% |