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 | $39,566 | $176,056-77.5% | $159,436-75.2% | $167,490-76.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 7.33% | 331.75%-324.4pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,831 | $5,297-65.4% | $4,829-62.1% | $4,837-62.1% |
| Participant deferral / active EE | $5,665 | $7,750-26.9% | $7,352-22.9% | $6,341-10.7% |
| Admin fee / account holder | $19,788 | $12,554+57.6% | $10,799+83.2% | $12,309+60.8% |