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 6-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 | $114,140 | $177,572-35.7% | $154,803-26.3% | $142,382-19.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 2.66% | 65.07%-62.4pp | 58.88%-56.2pp | 217.08%-214.4pp |
| Employer contribution / active EE | $8,765 | $4,810+82.2% | $4,305+103.6% | $4,299+103.9% |
| Participant deferral / active EE | $6,732 | $6,272+7.3% | $5,540+21.5% | $6,507+3.5% |
| Admin fee / account holder | $459,879 | $16,786+2639.7% | $14,329+3109.4% | $12,624+3543.0% |