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 | $46,604 | $148,534-68.6% | $135,903-65.7% | $139,434-66.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 7.01% | 79.19%-72.2pp | 68.23%-61.2pp | 372.94%-365.9pp |
| Employer contribution / active EE | $2,295 | $5,243-56.2% | $4,856-52.7% | $4,751-51.7% |
| Participant deferral / active EE | $3,297 | $8,100-59.3% | $7,758-57.5% | $6,710-50.9% |
| Admin fee / account holder | $153,188 | $12,400+1135.4% | $10,762+1323.4% | $11,403+1243.5% |