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 | $144,172 | $177,572-18.8% | $154,803-6.9% | $142,382+1.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 6.57% | 65.07%-58.5pp | 58.88%-52.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $7,938 | $4,810+65.0% | $4,305+84.4% | $4,299+84.6% |
| Participant deferral / active EE | $6,619 | $6,272+5.5% | $5,540+19.5% | $6,507+1.7% |
| Admin fee / account holder | $336,436 | $16,786+1904.3% | $14,329+2247.9% | $12,624+2565.1% |