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 | $60,518 | $124,319-51.3% | $111,297-45.6% | $167,490-63.9% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 7.75% | 37.44%-29.7pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $3,532 | $3,435+2.8% | $2,731+29.3% | $4,837-27.0% |
| Participant deferral / active EE | $5,861 | $5,180+13.1% | $4,487+30.6% | $6,341-7.6% |
| Admin fee / account holder | $7,923 | $10,618-25.4% | $7,964-0.5% | $12,309-35.6% |