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 | $44,218 | $217,402-79.7% | $185,823-76.2% | $167,490-73.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 3.95% | 148.36%-144.4pp | 122.05%-118.1pp | 478.56%-474.6pp |
| Employer contribution / active EE | $9,809 | $5,873+67.0% | $5,167+89.8% | $4,837+102.8% |
| Participant deferral / active EE | $8,845 | $6,356+39.2% | $5,568+58.9% | $6,341+39.5% |
| Admin fee / account holder | $732 | $19,811-96.3% | $16,237-95.5% | $12,309-94.1% |