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 5-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 | $28,501 | $159,901-82.2% | $146,958-80.6% | $145,922-80.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.37% | 98.13%-92.8pp | 418.34%-413.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $3,800 | $5,286-28.1% | $4,933-23.0% | $4,660-18.4% |
| Participant deferral / active EE | $4,825 | $8,428-42.8% | $8,070-40.2% | $6,688-27.9% |
| Admin fee / account holder | $29,985 | $15,044+99.3% | $12,998+130.7% | $13,397+123.8% |