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 9-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 | $35,509 | $165,335-78.5% | $149,696-76.3% | $158,922-77.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 7.21% | 348.15%-340.9pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,697 | $5,103-47.2% | $4,644-41.9% | $4,761-43.4% |
| Participant deferral / active EE | $7,488 | $7,181+4.3% | $6,842+9.5% | $5,982+25.2% |
| Admin fee / account holder | $18,674 | $10,807+72.8% | $9,309+100.6% | $11,246+66.1% |