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 | $65,170 | $74,888-13.0% | $71,209-8.5% | $142,382-54.2% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 12.29% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $6,035 | $2,854+111.4% | $2,721+121.8% | $4,299+40.4% |
| Participant deferral / active EE | $7,695 | $4,454+72.8% | $4,175+84.3% | $6,507+18.3% |
| Admin fee / account holder | $1,772 | $5,568-68.2% | $5,349-66.9% | $12,624-86.0% |