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 5-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 | $80,866 | $177,572-54.5% | $154,803-47.8% | $142,382-43.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.95% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,480 | $4,810-27.7% | $4,305-19.2% | $4,299-19.1% |
| Participant deferral / active EE | $8,061 | $6,272+28.5% | $5,540+45.5% | $6,507+23.9% |
| Admin fee / account holder | $491 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |