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 10-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 | $34,232 | $114,381-70.1% | $107,525-68.2% | $142,382-76.0% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 11.61% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,420 | $4,015-39.7% | $3,754-35.5% | $4,299-43.7% |
| Participant deferral / active EE | $1,837 | $5,564-67.0% | $5,116-64.1% | $6,507-71.8% |
| Admin fee / account holder | $4,646 | $9,860-52.9% | $8,919-47.9% | $12,624-63.2% |