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 | $21,609 | $74,888-71.1% | $71,209-69.7% | $142,382-84.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 7.14% | 345.14%-338.0pp | 282.51%-275.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,933 | $2,854+2.7% | $2,721+7.8% | $4,299-31.8% |
| Participant deferral / active EE | $792 | $4,454-82.2% | $4,175-81.0% | $6,507-87.8% |
| Admin fee / account holder | $32,887 | $5,568+490.6% | $5,349+514.9% | $12,624+160.5% |