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 4-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 | $33,327 | $214,378-84.5% | $200,582-83.4% | $142,382-76.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 10.13% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,030 | $6,841-55.7% | $6,419-52.8% | $4,299-29.5% |
| Participant deferral / active EE | $5,730 | $9,865-41.9% | $9,331-38.6% | $6,507-11.9% |
| Admin fee / account holder | $488 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |