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 | $17,871 | $177,572-89.9% | $154,803-88.5% | $142,382-87.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 5.99% | 65.07%-59.1pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,914 | $4,810-60.2% | $4,305-55.5% | $4,299-55.5% |
| Participant deferral / active EE | $16,438 | $6,272+162.1% | $5,540+196.7% | $6,507+152.6% |
| Admin fee / account holder | $52,941 | $16,786+215.4% | $14,329+269.5% | $12,624+319.4% |