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 9-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 | $61,553 | $217,402-71.7% | $185,823-66.9% | $167,490-63.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.51% | 148.36%-145.9pp | 122.05%-119.5pp | 478.56%-476.0pp |
| Employer contribution / active EE | $2,673 | $5,873-54.5% | $5,167-48.3% | $4,837-44.7% |
| Participant deferral / active EE | $6,396 | $6,356+0.6% | $5,568+14.9% | $6,341+0.9% |
| Admin fee / account holder | $570 | $19,811-97.1% | $16,237-96.5% | $12,309-95.4% |