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 7-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 | $23,012 | $176,056-86.9% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 9.00% | 331.75%-322.7pp | 263.57%-254.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,117 | $5,297-60.0% | $4,829-56.2% | $4,837-56.2% |
| Participant deferral / active EE | $3,866 | $7,750-50.1% | $7,352-47.4% | $6,341-39.0% |
| Admin fee / account holder | $499 | $12,554-96.0% | $10,799-95.4% | $12,309-95.9% |