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 6-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 | $75,252 | $105,181-28.5% | $159,436-52.8% | $85,850-12.3% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 12.48% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,231 | $3,318-2.6% | $4,829-33.1% | $2,565+26.0% |
| Participant deferral / active EE | $8,747 | $5,945+47.1% | $7,352+19.0% | $3,952+121.4% |
| Admin fee / account holder | $12,024 | $6,933+73.4% | $10,799+11.3% | $6,260+92.1% |