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 | $31,344 | $83,902-62.6% | $167,512-81.3% | $84,808-63.0% |
| Participation rate | 74.4% | 66.5%+7.9pp | 77.1%-2.7pp | 68.3%+6.0pp |
| Annual return | 11.94% | 91.55%-79.6pp | 1615.79%-1603.8pp | 40.90%-29.0pp |
| Employer contribution / active EE | $533 | $2,264-76.4% | $3,882-86.3% | $2,631-79.7% |
| Participant deferral / active EE | $3,311 | $4,442-25.5% | $6,405-48.3% | $4,212-21.4% |
| Admin fee / account holder | $7,368 | $7,915-6.9% | $9,769-24.6% | $7,344+0.3% |