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 7-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 | $98,356 | $159,602-38.4% | $150,045-34.4% | $142,382-30.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.59% | 70.24%-58.6pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,439 | $4,961-50.8% | $4,693-48.0% | $4,299-43.3% |
| Participant deferral / active EE | $5,266 | $8,310-36.6% | $7,997-34.1% | $6,507-19.1% |
| Admin fee / account holder | $17,062 | $14,846+14.9% | $13,435+27.0% | $12,624+35.2% |