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 | $48,143 | $126,574-62.0% | $106,213-54.7% | $145,922-67.0% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 7.38% | 224.79%-217.4pp | 116.14%-108.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,463 | $3,730-60.8% | $3,171-53.9% | $4,660-68.6% |
| Participant deferral / active EE | $2,242 | $5,724-60.8% | $5,016-55.3% | $6,688-66.5% |
| Admin fee / account holder | $8,986 | $17,304-48.1% | $11,033-18.6% | $13,397-32.9% |