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 3-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 | $118,460 | $159,602-25.8% | $150,045-21.1% | $142,382-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.10% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,350 | $4,961-52.6% | $4,693-49.9% | $4,299-45.3% |
| Participant deferral / active EE | $3,348 | $8,310-59.7% | $7,997-58.1% | $6,507-48.5% |
| Admin fee / account holder | $70,949 | $14,846+377.9% | $13,435+428.1% | $12,624+462.0% |