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 6-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 | $62,945 | $114,381-45.0% | $107,525-41.5% | $142,382-55.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.76% | 242.71%-231.9pp | 181.32%-170.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,127 | $4,015-47.0% | $3,754-43.3% | $4,299-50.5% |
| Participant deferral / active EE | $6,537 | $5,564+17.5% | $5,116+27.8% | $6,507+0.5% |
| Admin fee / account holder | $1,401 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |