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 | $81,137 | $183,519-55.8% | $155,509-47.8% | $145,922-44.4% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 8.66% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,620 | $5,313-13.0% | $4,672-1.1% | $4,660-0.8% |
| Participant deferral / active EE | $2,322 | $6,462-64.1% | $5,626-58.7% | $6,688-65.3% |
| Admin fee / account holder | $619 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |