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 4-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 | $39,314 | $117,983-66.7% | $101,794-61.4% | $142,382-72.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.22% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,949 | $2,773+42.4% | $2,289+72.5% | $4,299-8.1% |
| Participant deferral / active EE | $13,942 | $4,714+195.8% | $4,084+241.4% | $6,507+114.3% |
| Admin fee / account holder | $19,685 | $10,433+88.7% | $8,777+124.3% | $12,624+55.9% |