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 | $65,433 | $114,381-42.8% | $107,525-39.1% | $142,382-54.0% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 7.08% | 242.71%-235.6pp | 181.32%-174.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $11,010 | $4,015+174.3% | $3,754+193.3% | $4,299+156.1% |
| Participant deferral / active EE | $7,345 | $5,564+32.0% | $5,116+43.6% | $6,507+12.9% |
| Admin fee / account holder | $3,135 | $9,860-68.2% | $8,919-64.9% | $12,624-75.2% |