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 5-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 | $47,230 | $148,534-68.2% | $135,903-65.2% | $139,434-66.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 8.62% | 79.19%-70.6pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $5,415 | $5,243+3.3% | $4,856+11.5% | $4,751+14.0% |
| Participant deferral / active EE | $11,828 | $8,100+46.0% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $498 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |