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 | $54,804 | $104,974-47.8% | $95,585-42.7% | $142,382-61.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 9.29% | 210.33%-201.0pp | 38.56%-29.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,613 | $2,779-6.0% | $2,527+3.4% | $4,299-39.2% |
| Participant deferral / active EE | $5,941 | $4,352+36.5% | $4,023+47.7% | $6,507-8.7% |
| Admin fee / account holder | $768 | $6,386-88.0% | $6,127-87.5% | $12,624-93.9% |