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 8-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 | $38,270 | $114,381-66.5% | $107,525-64.4% | $142,382-73.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 9.05% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,537 | $4,015-61.7% | $3,754-59.0% | $4,299-64.2% |
| Participant deferral / active EE | $3,305 | $5,564-40.6% | $5,116-35.4% | $6,507-49.2% |
| Admin fee / account holder | $3,490 | $9,860-64.6% | $8,919-60.9% | $12,624-72.4% |