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 8-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 | $38,287 | $209,832-81.8% | $189,513-79.8% | $167,490-77.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 6.35% | 748.27%-741.9pp | 555.15%-548.8pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,445 | $6,914-64.6% | $6,162-60.3% | $4,837-49.5% |
| Participant deferral / active EE | $5,091 | $8,935-43.0% | $8,221-38.1% | $6,341-19.7% |
| Admin fee / account holder | $5,451 | $14,293-61.9% | $12,045-54.7% | $12,309-55.7% |