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 10-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 | $55,806 | $210,648-73.5% | $177,989-68.6% | $145,922-61.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 7.49% | 385.86%-378.4pp | 294.48%-287.0pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,565 | $4,565-65.7% | $3,949-60.4% | $4,660-66.4% |
| Participant deferral / active EE | $5,649 | $6,958-18.8% | $6,276-10.0% | $6,688-15.5% |
| Admin fee / account holder | $33,596 | $12,013+179.7% | $10,363+224.2% | $13,397+150.8% |