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 | $68,074 | $183,519-62.9% | $155,509-56.2% | $145,922-53.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 7.21% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,898 | $5,313-26.6% | $4,672-16.6% | $4,660-16.3% |
| Participant deferral / active EE | $4,229 | $6,462-34.6% | $5,626-24.8% | $6,688-36.8% |
| Admin fee / account holder | $640 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |