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 10-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 | $58,356 | $202,318-71.2% | $172,739-66.2% | $152,861-61.8% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 11.41% | 1029.65%-1018.2pp | 802.84%-791.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $2,767 | $5,856-52.7% | $5,143-46.2% | $4,762-41.9% |
| Participant deferral / active EE | $4,211 | $5,948-29.2% | $5,198-19.0% | $5,850-28.0% |
| Admin fee / account holder | $2,087 | $17,109-87.8% | $13,954-85.0% | $11,596-82.0% |