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 | $91,209 | $209,832-56.5% | $189,513-51.9% | $167,490-45.5% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 8.07% | 748.27%-740.2pp | 555.15%-547.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,250 | $6,914-67.5% | $6,162-63.5% | $4,837-53.5% |
| Participant deferral / active EE | $5,897 | $8,935-34.0% | $8,221-28.3% | $6,341-7.0% |
| Admin fee / account holder | $338 | $14,293-97.6% | $12,045-97.2% | $12,309-97.3% |