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 | $136,070 | $165,335-17.7% | $149,696-9.1% | $158,922-14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.36% | 348.15%-343.8pp | 276.60%-272.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $6,270 | $5,103+22.9% | $4,644+35.0% | $4,761+31.7% |
| Participant deferral / active EE | $6,287 | $7,181-12.5% | $6,842-8.1% | $5,982+5.1% |
| Admin fee / account holder | $5,314 | $10,807-50.8% | $9,309-42.9% | $11,246-52.7% |