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 5-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 | $25,392 | $118,849-78.6% | $96,562-73.7% | $167,490-84.8% |
| Participation rate | 95.8% | 75.5%+20.4pp | 69.8%+26.0pp | 82.1%+13.7pp |
| Annual return | 7.35% | 50.49%-43.1pp | 37.78%-30.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,312 | $3,120-25.9% | $2,356-1.9% | $4,837-52.2% |
| Participant deferral / active EE | $1,208 | $4,616-73.8% | $3,849-68.6% | $6,341-80.9% |
| Admin fee / account holder | $4,211 | $8,065-47.8% | $6,181-31.9% | $12,309-65.8% |