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 6-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 | $55,037 | $148,534-62.9% | $135,903-59.5% | $139,434-60.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 11.14% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $8,109 | $5,243+54.7% | $4,856+67.0% | $4,751+70.7% |
| Participant deferral / active EE | $9,942 | $8,100+22.7% | $7,758+28.1% | $6,710+48.2% |
| Admin fee / account holder | $38,293 | $12,400+208.8% | $10,762+255.8% | $11,403+235.8% |