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 6-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 | $112,358 | $165,335-32.0% | $149,696-24.9% | $158,922-29.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.58% | 348.15%-342.6pp | 276.60%-271.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,660 | $5,103-67.5% | $4,644-64.3% | $4,761-65.1% |
| Participant deferral / active EE | $4,783 | $7,181-33.4% | $6,842-30.1% | $5,982-20.0% |
| Admin fee / account holder | $9,916 | $10,807-8.2% | $9,309+6.5% | $11,246-11.8% |