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 | $38,159 | $144,119-73.5% | $117,854-67.6% | $147,584-74.1% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.7%-3.5pp | 82.8%-6.6pp |
| Annual return | 6.59% | 531.15%-524.6pp | 335.08%-328.5pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,003 | $4,896-59.1% | $3,786-47.1% | $4,876-58.9% |
| Participant deferral / active EE | $2,365 | $5,316-55.5% | $4,482-47.2% | $5,439-56.5% |
| Admin fee / account holder | $31,778 | $10,886+191.9% | $8,020+296.2% | $10,885+191.9% |