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 | $39,068 | $165,335-76.4% | $149,696-73.9% | $158,922-75.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 1.68% | 348.15%-346.5pp | 276.60%-274.9pp | 302.83%-301.1pp |
| Employer contribution / active EE | $1,921 | $5,103-62.4% | $4,644-58.6% | $4,761-59.7% |
| Participant deferral / active EE | $9,586 | $7,181+33.5% | $6,842+40.1% | $5,982+60.2% |
| Admin fee / account holder | $62,056 | $10,807+474.2% | $9,309+566.6% | $11,246+451.8% |