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 8-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 | $68,583 | $201,272-65.9% | $184,203-62.8% | $145,922-53.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 9.21% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,219 | $7,022-68.4% | $6,427-65.5% | $4,660-52.4% |
| Participant deferral / active EE | $5,446 | $9,806-44.5% | $9,131-40.4% | $6,688-18.6% |
| Admin fee / account holder | $5,465 | $16,364-66.6% | $13,901-60.7% | $13,397-59.2% |