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 | $44,918 | $165,335-72.8% | $149,696-70.0% | $158,922-71.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 5.51% | 348.15%-342.6pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $13,574 | $5,103+166.0% | $4,644+192.3% | $4,761+185.1% |
| Participant deferral / active EE | $6,333 | $7,181-11.8% | $6,842-7.4% | $5,982+5.9% |
| Admin fee / account holder | $895 | $10,807-91.7% | $9,309-90.4% | $11,246-92.0% |