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 10-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 | $44,022 | $171,865-74.4% | $149,718-70.6% | $147,584-70.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 8.73% | 2113.22%-2104.5pp | 1501.63%-1492.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,365 | $6,275-78.2% | $5,445-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $3,400 | $7,271-53.2% | $6,569-48.2% | $5,439-37.5% |
| Admin fee / account holder | $3,769 | $13,799-72.7% | $11,283-66.6% | $10,885-65.4% |