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 7-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 | $25,794 | $202,432-87.3% | $169,368-84.8% | $139,434-81.5% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 8.45% | 531.74%-523.3pp | 405.60%-397.1pp | 372.94%-364.5pp |
| Employer contribution / active EE | $2,329 | $4,692-50.4% | $4,013-42.0% | $4,751-51.0% |
| Participant deferral / active EE | $3,398 | $6,938-51.0% | $6,221-45.4% | $6,710-49.4% |
| Admin fee / account holder | $16,659 | $10,708+55.6% | $9,003+85.0% | $11,403+46.1% |