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 | $113,554 | $176,056-35.5% | $159,436-28.8% | $167,490-32.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 9.42% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,289 | $5,297-56.8% | $4,829-52.6% | $4,837-52.7% |
| Participant deferral / active EE | $10,207 | $7,750+31.7% | $7,352+38.8% | $6,341+61.0% |
| Admin fee / account holder | $1,834 | $12,554-85.4% | $10,799-83.0% | $12,309-85.1% |