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 | $93,312 | $159,602-41.5% | $150,045-37.8% | $142,382-34.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 12.13% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,760 | $4,961-44.4% | $4,693-41.2% | $4,299-35.8% |
| Participant deferral / active EE | $3,690 | $8,310-55.6% | $7,997-53.9% | $6,507-43.3% |
| Admin fee / account holder | $16,210 | $14,846+9.2% | $13,435+20.7% | $12,624+28.4% |