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 9-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 | $64,369 | $105,181-38.8% | $159,436-59.6% | $85,850-25.0% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 5.19% | 45.07%-39.9pp | 263.57%-258.4pp | 318.53%-313.3pp |
| Employer contribution / active EE | $2,466 | $3,318-25.7% | $4,829-48.9% | $2,565-3.8% |
| Participant deferral / active EE | $5,545 | $5,945-6.7% | $7,352-24.6% | $3,952+40.3% |
| Admin fee / account holder | $3,953 | $6,933-43.0% | $10,799-63.4% | $6,260-36.8% |