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 | $73,272 | $96,635-24.2% | $86,612-15.4% | $139,434-47.5% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 4.21% | 106.41%-102.2pp | 591.07%-586.9pp | 372.94%-368.7pp |
| Employer contribution / active EE | $4,263 | $3,263+30.7% | $3,022+41.1% | $4,751-10.3% |
| Participant deferral / active EE | $2,595 | $4,836-46.3% | $4,438-41.5% | $6,710-61.3% |
| Admin fee / account holder | $1,379 | $6,408-78.5% | $5,614-75.4% | $11,403-87.9% |