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 4-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 | $127,579 | $159,602-20.1% | $150,045-15.0% | $142,382-10.4% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 11.72% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,466 | $4,961-30.1% | $4,693-26.1% | $4,299-19.4% |
| Participant deferral / active EE | $10,863 | $8,310+30.7% | $7,997+35.8% | $6,507+66.9% |
| Admin fee / account holder | $29,982 | $14,846+101.9% | $13,435+123.2% | $12,624+137.5% |