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 | $38,559 | $159,602-75.8% | $150,045-74.3% | $142,382-72.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 8.82% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,178 | $4,961-76.3% | $4,693-74.9% | $4,299-72.6% |
| Participant deferral / active EE | $6,057 | $8,310-27.1% | $7,997-24.3% | $6,507-6.9% |
| Admin fee / account holder | $28,186 | $14,846+89.9% | $13,435+109.8% | $12,624+123.3% |