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 4-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 | $26,542 | $159,602-83.4% | $150,045-82.3% | $142,382-81.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 1.40% | 70.24%-68.8pp | 62.55%-61.2pp | 217.08%-215.7pp |
| Employer contribution / active EE | $1,083 | $4,961-78.2% | $4,693-76.9% | $4,299-74.8% |
| Participant deferral / active EE | $7,690 | $8,310-7.5% | $7,997-3.8% | $6,507+18.2% |
| Admin fee / account holder | $3,436 | $14,846-76.9% | $13,435-74.4% | $12,624-72.8% |