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 | $40,014 | $177,572-77.5% | $154,803-74.2% | $142,382-71.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 10.00% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $8,294 | $4,810+72.4% | $4,305+92.6% | $4,299+92.9% |
| Participant deferral / active EE | $5,301 | $6,272-15.5% | $5,540-4.3% | $6,507-18.5% |
| Admin fee / account holder | $14,429 | $16,786-14.0% | $14,329+0.7% | $12,624+14.3% |