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 5-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 | $55,907 | $74,888-25.3% | $71,209-21.5% | $142,382-60.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 10.80% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,589 | $2,854-9.3% | $2,721-4.9% | $4,299-39.8% |
| Participant deferral / active EE | $5,334 | $4,454+19.7% | $4,175+27.7% | $6,507-18.0% |
| Admin fee / account holder | $741 | $5,568-86.7% | $5,349-86.1% | $12,624-94.1% |