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 | $76,939 | $210,648-63.5% | $177,989-56.8% | $145,922-47.3% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 6.16% | 385.86%-379.7pp | 294.48%-288.3pp | 561.29%-555.1pp |
| Employer contribution / active EE | $2,823 | $4,565-38.2% | $3,949-28.5% | $4,660-39.4% |
| Participant deferral / active EE | $5,581 | $6,958-19.8% | $6,276-11.1% | $6,688-16.6% |
| Admin fee / account holder | $2,290 | $12,013-80.9% | $10,363-77.9% | $13,397-82.9% |