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 | $38,612 | $183,519-79.0% | $155,509-75.2% | $145,922-73.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.48% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,321 | $5,313-75.1% | $4,672-71.7% | $4,660-71.7% |
| Participant deferral / active EE | $1,949 | $6,462-69.8% | $5,626-65.4% | $6,688-70.9% |
| Admin fee / account holder | $1,199 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |