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 5-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 | $25,641 | $176,056-85.4% | $159,436-83.9% | $167,490-84.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 6.89% | 331.75%-324.9pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,198 | $5,297-77.4% | $4,829-75.2% | $4,837-75.2% |
| Participant deferral / active EE | $4,553 | $7,750-41.3% | $7,352-38.1% | $6,341-28.2% |
| Admin fee / account holder | $3,626 | $12,554-71.1% | $10,799-66.4% | $12,309-70.5% |