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 8-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 | $65,418 | $177,572-63.2% | $154,803-57.7% | $142,382-54.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 9.21% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,664 | $4,810-3.0% | $4,305+8.3% | $4,299+8.5% |
| Participant deferral / active EE | $4,446 | $6,272-29.1% | $5,540-19.8% | $6,507-31.7% |
| Admin fee / account holder | $236,090 | $16,786+1306.5% | $14,329+1547.6% | $12,624+1770.2% |