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 10-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 | $25,828 | $165,335-84.4% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 5.56% | 348.15%-342.6pp | 276.60%-271.0pp | 302.83%-297.3pp |
| Employer contribution / active EE | $1,855 | $5,103-63.7% | $4,644-60.1% | $4,761-61.0% |
| Participant deferral / active EE | $4,940 | $7,181-31.2% | $6,842-27.8% | $5,982-17.4% |
| Admin fee / account holder | $472 | $10,807-95.6% | $9,309-94.9% | $11,246-95.8% |