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 9-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 | $46,881 | $175,202-73.2% | $149,673-68.7% | $139,434-66.4% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 6.91% | 166.71%-159.8pp | 134.42%-127.5pp | 372.94%-366.0pp |
| Employer contribution / active EE | $1,288 | $5,474-76.5% | $4,818-73.3% | $4,751-72.9% |
| Participant deferral / active EE | $3,067 | $6,519-52.9% | $5,680-46.0% | $6,710-54.3% |
| Admin fee / account holder | $3,353 | $16,150-79.2% | $13,210-74.6% | $11,403-70.6% |