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 9-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 | $23,869 | $177,572-86.6% | $154,803-84.6% | $142,382-83.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 8.93% | 65.07%-56.1pp | 58.88%-50.0pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,141 | $4,810-76.3% | $4,305-73.5% | $4,299-73.5% |
| Participant deferral / active EE | $2,357 | $6,272-62.4% | $5,540-57.5% | $6,507-63.8% |
| Admin fee / account holder | $2,516 | $16,786-85.0% | $14,329-82.4% | $12,624-80.1% |