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 | $120,117 | $183,519-34.5% | $155,509-22.8% | $145,922-17.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 5.59% | 61.17%-55.6pp | 64.67%-59.1pp | 561.29%-555.7pp |
| Employer contribution / active EE | $8,110 | $5,313+52.6% | $4,672+73.6% | $4,660+74.0% |
| Participant deferral / active EE | $8,974 | $6,462+38.9% | $5,626+59.5% | $6,688+34.2% |
| Admin fee / account holder | $53,769 | $19,313+178.4% | $15,912+237.9% | $13,397+301.4% |