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 4-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 | $119,188 | $159,602-25.3% | $150,045-20.6% | $142,382-16.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 2.50% | 70.24%-67.7pp | 62.55%-60.1pp | 217.08%-214.6pp |
| Employer contribution / active EE | $15,946 | $4,961+221.5% | $4,693+239.8% | $4,299+270.9% |
| Participant deferral / active EE | $9,251 | $8,310+11.3% | $7,997+15.7% | $6,507+42.2% |
| Admin fee / account holder | $4,527 | $14,846-69.5% | $13,435-66.3% | $12,624-64.1% |