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 3-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 | $37,616 | $159,602-76.4% | $150,045-74.9% | $142,382-73.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 11.78% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,058 | $4,961-38.4% | $4,693-34.8% | $4,299-28.9% |
| Participant deferral / active EE | $10,234 | $8,310+23.1% | $7,997+28.0% | $6,507+57.3% |
| Admin fee / account holder | $309 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |