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 | $94,724 | $159,602-40.7% | $150,045-36.9% | $142,382-33.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 11.51% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,026 | $4,961-59.2% | $4,693-56.8% | $4,299-52.9% |
| Participant deferral / active EE | $5,353 | $8,310-35.6% | $7,997-33.1% | $6,507-17.7% |
| Admin fee / account holder | $46,275 | $14,846+211.7% | $13,435+244.4% | $12,624+266.6% |