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 | $30,885 | $157,256-80.4% | $141,162-78.1% | $152,861-79.8% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 8.56% | 64.32%-55.8pp | 71.39%-62.8pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,715 | $5,261-67.4% | $4,735-63.8% | $4,762-64.0% |
| Participant deferral / active EE | $4,345 | $7,109-38.9% | $6,709-35.2% | $5,850-25.7% |
| Admin fee / account holder | $2,047 | $12,120-83.1% | $10,261-80.1% | $11,596-82.3% |