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 8-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 | $32,300 | $93,571-65.5% | $135,903-76.2% | $75,163-57.0% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 14.76% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,258 | $3,537-36.2% | $4,856-53.5% | $2,670-15.4% |
| Participant deferral / active EE | $4,829 | $6,404-24.6% | $7,758-37.8% | $4,125+17.1% |
| Admin fee / account holder | $4,841 | $6,975-30.6% | $10,762-55.0% | $5,651-14.3% |