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 | $111,757 | $74,888+49.2% | $71,209+56.9% | $142,382-21.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 12.51% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,285 | $2,854-19.9% | $2,721-16.0% | $4,299-46.8% |
| Participant deferral / active EE | $7,331 | $4,454+64.6% | $4,175+75.6% | $6,507+12.7% |
| Admin fee / account holder | $43,939 | $5,568+689.1% | $5,349+721.5% | $12,624+248.1% |