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 10-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 | $30,344 | $179,726-83.1% | $156,263-80.6% | $142,382-78.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 8.32% | 77.86%-69.5pp | 59.47%-51.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,956 | $5,069-41.7% | $4,333-31.8% | $4,299-31.3% |
| Participant deferral / active EE | $2,956 | $6,956-57.5% | $6,158-52.0% | $6,507-54.6% |
| Admin fee / account holder | $33,287 | $17,272+92.7% | $14,255+133.5% | $12,624+163.7% |