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 6-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 | $52,642 | $74,888-29.7% | $71,209-26.1% | $142,382-63.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 4.36% | 345.14%-340.8pp | 282.51%-278.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $1,941 | $2,854-32.0% | $2,721-28.7% | $4,299-54.9% |
| Participant deferral / active EE | $7,377 | $4,454+65.6% | $4,175+76.7% | $6,507+13.4% |
| Admin fee / account holder | $337 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |