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 7-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 | $39,091 | $58,208-32.8% | $81,812-52.2% | $80,856-51.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.28% | 41.66%-31.4pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,558 | $2,340-33.4% | $2,912-46.5% | $2,755-43.4% |
| Participant deferral / active EE | $2,810 | $3,281-14.3% | $4,319-34.9% | $4,296-34.6% |
| Admin fee / account holder | $1,901 | $4,981-61.8% | $7,386-74.3% | $6,918-72.5% |