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 | $53,040 | $148,534-64.3% | $135,903-61.0% | $139,434-62.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 9.86% | 79.19%-69.3pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $5,286 | $5,243+0.8% | $4,856+8.9% | $4,751+11.3% |
| Participant deferral / active EE | $11,413 | $8,100+40.9% | $7,758+47.1% | $6,710+70.1% |
| Admin fee / account holder | $12,000 | $12,400-3.2% | $10,762+11.5% | $11,403+5.2% |