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 7-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 | $70,259 | $179,726-60.9% | $156,263-55.0% | $142,382-50.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 4.30% | 77.86%-73.6pp | 59.47%-55.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $3,440 | $5,069-32.1% | $4,333-20.6% | $4,299-20.0% |
| Participant deferral / active EE | $5,082 | $6,956-26.9% | $6,158-17.5% | $6,507-21.9% |
| Admin fee / account holder | $17,236 | $17,272-0.2% | $14,255+20.9% | $12,624+36.5% |