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 | $63,380 | $175,202-63.8% | $149,673-57.7% | $139,434-54.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 9.63% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,869 | $5,474-47.6% | $4,818-40.5% | $4,751-39.6% |
| Participant deferral / active EE | $4,641 | $6,519-28.8% | $5,680-18.3% | $6,710-30.8% |
| Admin fee / account holder | $1,007 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |