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 6-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 | $36,747 | $177,572-79.3% | $154,803-76.3% | $142,382-74.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.18% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,596 | $4,810-25.2% | $4,305-16.5% | $4,299-16.3% |
| Participant deferral / active EE | $5,671 | $6,272-9.6% | $5,540+2.4% | $6,507-12.9% |
| Admin fee / account holder | $693 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |