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 8-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 | $37,354 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 11.09% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,010 | $6,841-56.0% | $6,419-53.1% | $4,299-30.0% |
| Participant deferral / active EE | $5,863 | $9,865-40.6% | $9,331-37.2% | $6,507-9.9% |
| Admin fee / account holder | $22,215 | $17,692+25.6% | $16,305+36.3% | $12,624+76.0% |