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 | $111,922 | $158,398-29.3% | $126,539-11.6% | $142,382-21.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 7.25% | 593.76%-586.5pp | 425.95%-418.7pp | 217.08%-209.8pp |
| Employer contribution / active EE | $4,895 | $4,650+5.3% | $3,674+33.2% | $4,299+13.9% |
| Participant deferral / active EE | $8,612 | $4,767+80.7% | $4,083+110.9% | $6,507+32.3% |
| Admin fee / account holder | $550 | $6,918-92.1% | $6,065-90.9% | $12,624-95.6% |