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 | $56,630 | $74,888-24.4% | $71,209-20.5% | $142,382-60.2% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.1%+15.3pp |
| Annual return | 4.24% | 345.14%-340.9pp | 282.51%-278.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $3,982 | $2,854+39.5% | $2,721+46.3% | $4,299-7.4% |
| Participant deferral / active EE | $5,364 | $4,454+20.4% | $4,175+28.5% | $6,507-17.6% |
| Admin fee / account holder | $7,756 | $5,568+39.3% | $5,349+45.0% | $12,624-38.6% |