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 6-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 | $41,597 | $179,726-76.9% | $156,263-73.4% | $142,382-70.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 9.42% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,136 | $5,069-57.9% | $4,333-50.7% | $4,299-50.3% |
| Participant deferral / active EE | $2,965 | $6,956-57.4% | $6,158-51.8% | $6,507-54.4% |
| Admin fee / account holder | $30,672 | $17,272+77.6% | $14,255+115.2% | $12,624+143.0% |