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 | $62,261 | $165,335-62.3% | $149,696-58.4% | $158,922-60.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -8.07% | 348.15%-356.2pp | 276.60%-284.7pp | 302.83%-310.9pp |
| Employer contribution / active EE | $4,332 | $5,103-15.1% | $4,644-6.7% | $4,761-9.0% |
| Participant deferral / active EE | $6,874 | $7,181-4.3% | $6,842+0.5% | $5,982+14.9% |
| Admin fee / account holder | $542 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |