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 3-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 | $43,006 | $74,888-42.6% | $71,209-39.6% | $142,382-69.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.04% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $9,709 | $2,854+240.1% | $2,721+256.8% | $4,299+125.8% |
| Participant deferral / active EE | $4,900 | $4,454+10.0% | $4,175+17.4% | $6,507-24.7% |
| Admin fee / account holder | $5,604 | $5,568+0.6% | $5,349+4.8% | $12,624-55.6% |