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 | $59,782 | $177,572-66.3% | $154,803-61.4% | $142,382-58.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 10.84% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,216 | $4,810-53.9% | $4,305-48.5% | $4,299-48.4% |
| Participant deferral / active EE | $5,118 | $6,272-18.4% | $5,540-7.6% | $6,507-21.3% |
| Admin fee / account holder | $169,422 | $16,786+909.3% | $14,329+1082.4% | $12,624+1242.1% |