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 | $59,826 | $117,841-49.2% | $102,423-41.6% | $145,922-59.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 6.17% | 31.65%-25.5pp | 29.32%-23.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $4,150 | $3,615+14.8% | $3,023+37.3% | $4,660-10.9% |
| Participant deferral / active EE | $7,586 | $5,731+32.4% | $5,053+50.1% | $6,688+13.4% |
| Admin fee / account holder | $30,243 | $13,326+126.9% | $9,451+220.0% | $13,397+125.7% |