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 8-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 | $24,646 | $126,574-80.5% | $106,213-76.8% | $145,922-83.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 7.64% | 224.79%-217.1pp | 116.14%-108.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,585 | $3,730-3.9% | $3,171+13.1% | $4,660-23.1% |
| Participant deferral / active EE | $3,410 | $5,724-40.4% | $5,016-32.0% | $6,688-49.0% |
| Admin fee / account holder | $67,483 | $17,304+290.0% | $11,033+511.6% | $13,397+403.7% |