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 | $37,464 | $111,754-66.5% | $103,333-63.7% | $145,922-74.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 3.73% | 24.77%-21.0pp | 24.88%-21.2pp | 561.29%-557.6pp |
| Employer contribution / active EE | $1,177 | $4,212-72.1% | $3,868-69.6% | $4,660-74.7% |
| Participant deferral / active EE | $3,321 | $5,619-40.9% | $5,057-34.3% | $6,688-50.3% |
| Admin fee / account holder | $404 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |