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 | $25,955 | $177,572-85.4% | $154,803-83.2% | $142,382-81.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 8.95% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,439 | $4,810-70.1% | $4,305-66.6% | $4,299-66.5% |
| Participant deferral / active EE | $1,985 | $6,272-68.3% | $5,540-64.2% | $6,507-69.5% |
| Admin fee / account holder | $8,173 | $16,786-51.3% | $14,329-43.0% | $12,624-35.3% |