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 8-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 | $99,532 | $57,281+73.8% | $86,612+14.9% | $75,163+32.4% |
| Participation rate | 80.2% | 63.2%+17.0pp | 71.7%+8.6pp | 67.2%+13.1pp |
| Annual return | 10.45% | 2670.75%-2660.3pp | 591.07%-580.6pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,463 | $2,314+6.4% | $3,022-18.5% | $2,670-7.7% |
| Participant deferral / active EE | $3,350 | $3,318+1.0% | $4,438-24.5% | $4,125-18.8% |
| Admin fee / account holder | $1,945 | $4,112-52.7% | $5,614-65.4% | $5,651-65.6% |