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 8-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 | $124,157 | $159,602-22.2% | $150,045-17.3% | $142,382-12.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 6.96% | 70.24%-63.3pp | 62.55%-55.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $8,073 | $4,961+62.7% | $4,693+72.0% | $4,299+87.8% |
| Participant deferral / active EE | $4,785 | $8,310-42.4% | $7,997-40.2% | $6,507-26.5% |
| Admin fee / account holder | $26,124 | $14,846+76.0% | $13,435+94.5% | $12,624+106.9% |