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 | $32,996 | $209,411-84.2% | $178,490-81.5% | $158,922-79.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 1.43% | 188.75%-187.3pp | 151.07%-149.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $1,637 | $5,706-71.3% | $5,011-67.3% | $4,761-65.6% |
| Participant deferral / active EE | $4,075 | $5,954-31.6% | $5,202-21.7% | $5,982-31.9% |
| Admin fee / account holder | $11,505 | $17,074-32.6% | $13,984-17.7% | $11,246+2.3% |