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 5-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 | $63,151 | $159,901-60.5% | $146,958-57.0% | $145,922-56.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.10% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,533 | $5,286-71.0% | $4,933-68.9% | $4,660-67.1% |
| Participant deferral / active EE | $10,275 | $8,428+21.9% | $8,070+27.3% | $6,688+53.6% |
| Admin fee / account holder | $33,023 | $15,044+119.5% | $12,998+154.1% | $13,397+146.5% |