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 10-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 | $87,437 | $179,726-51.4% | $156,263-44.0% | $142,382-38.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 4.67% | 77.86%-73.2pp | 59.47%-54.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $3,644 | $5,069-28.1% | $4,333-15.9% | $4,299-15.2% |
| Participant deferral / active EE | $7,168 | $6,956+3.0% | $6,158+16.4% | $6,507+10.1% |
| Admin fee / account holder | $197,030 | $17,272+1040.7% | $14,255+1282.2% | $12,624+1460.8% |