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 | $90,220 | $209,411-56.9% | $178,490-49.5% | $158,922-43.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 4.26% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,564 | $5,706-55.1% | $5,011-48.8% | $4,761-46.1% |
| Participant deferral / active EE | $7,654 | $5,954+28.6% | $5,202+47.2% | $5,982+28.0% |
| Admin fee / account holder | $21,427 | $17,074+25.5% | $13,984+53.2% | $11,246+90.5% |