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 | $95,346 | $165,335-42.3% | $149,696-36.3% | $158,922-40.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 3.36% | 348.15%-344.8pp | 276.60%-273.2pp | 302.83%-299.5pp |
| Employer contribution / active EE | $4,021 | $5,103-21.2% | $4,644-13.4% | $4,761-15.6% |
| Participant deferral / active EE | $12,198 | $7,181+69.9% | $6,842+78.3% | $5,982+103.9% |
| Admin fee / account holder | $1,140 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |