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 | $129,040 | $176,812-27.0% | $146,665-12.0% | $167,490-23.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 5.13% | 24.03%-18.9pp | 22.74%-17.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $2,695 | $5,160-47.8% | $4,136-34.9% | $4,837-44.3% |
| Participant deferral / active EE | $5,711 | $6,440-11.3% | $5,506+3.7% | $6,341-9.9% |
| Admin fee / account holder | $367 | $13,259-97.2% | $10,280-96.4% | $12,309-97.0% |