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 | $33,905 | $175,202-80.6% | $149,673-77.3% | $139,434-75.7% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 9.98% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,983 | $5,474-45.5% | $4,818-38.1% | $4,751-37.2% |
| Participant deferral / active EE | $4,127 | $6,519-36.7% | $5,680-27.3% | $6,710-38.5% |
| Admin fee / account holder | $1,658 | $16,150-89.7% | $13,210-87.5% | $11,403-85.5% |