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 | $109,063 | $177,572-38.6% | $154,803-29.5% | $142,382-23.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.93% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,991 | $4,810+45.3% | $4,305+62.4% | $4,299+62.6% |
| Participant deferral / active EE | $8,300 | $6,272+32.3% | $5,540+49.8% | $6,507+27.6% |
| Admin fee / account holder | $544 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |