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 | $98,441 | $159,602-38.3% | $150,045-34.4% | $142,382-30.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 11.48% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,564 | $4,961+72.6% | $4,693+82.5% | $4,299+99.2% |
| Participant deferral / active EE | $21,521 | $8,310+159.0% | $7,997+169.1% | $6,507+230.7% |
| Admin fee / account holder | $4,409 | $14,846-70.3% | $13,435-67.2% | $12,624-65.1% |