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 | $36,042 | $86,286-58.2% | $111,297-67.6% | $85,850-58.0% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 10.36% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,639 | $2,043-19.8% | $2,731-40.0% | $2,565-36.1% |
| Participant deferral / active EE | $2,489 | $3,641-31.6% | $4,487-44.5% | $3,952-37.0% |
| Admin fee / account holder | $391 | $8,188-95.2% | $7,964-95.1% | $6,260-93.7% |