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 | $64,991 | $183,519-64.6% | $155,509-58.2% | $145,922-55.5% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 5.26% | 61.17%-55.9pp | 64.67%-59.4pp | 561.29%-556.0pp |
| Employer contribution / active EE | $7,109 | $5,313+33.8% | $4,672+52.2% | $4,660+52.6% |
| Participant deferral / active EE | $4,819 | $6,462-25.4% | $5,626-14.4% | $6,688-27.9% |
| Admin fee / account holder | $30,491 | $19,313+57.9% | $15,912+91.6% | $13,397+127.6% |