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 | $51,147 | $148,534-65.6% | $135,903-62.4% | $139,434-63.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.26% | 79.19%-67.9pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $4,363 | $5,243-16.8% | $4,856-10.2% | $4,751-8.2% |
| Participant deferral / active EE | $6,320 | $8,100-22.0% | $7,758-18.5% | $6,710-5.8% |
| Admin fee / account holder | $3,446 | $12,400-72.2% | $10,762-68.0% | $11,403-69.8% |