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 3-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 | $17,332 | $148,534-88.3% | $135,903-87.2% | $139,434-87.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 6.06% | 79.19%-73.1pp | 68.23%-62.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $2,001 | $5,243-61.8% | $4,856-58.8% | $4,751-57.9% |
| Participant deferral / active EE | $5,866 | $8,100-27.6% | $7,758-24.4% | $6,710-12.6% |
| Admin fee / account holder | $1,599 | $12,400-87.1% | $10,762-85.1% | $11,403-86.0% |