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 | $55,981 | $159,901-65.0% | $146,958-61.9% | $145,922-61.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 6.65% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,441 | $5,286-34.9% | $4,933-30.3% | $4,660-26.2% |
| Participant deferral / active EE | $8,438 | $8,428+0.1% | $8,070+4.6% | $6,688+26.2% |
| Admin fee / account holder | $30,904 | $15,044+105.4% | $12,998+137.8% | $13,397+130.7% |