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 | $42,443 | $117,983-64.0% | $101,794-58.3% | $142,382-70.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 7.04% | 36.92%-29.9pp | 30.53%-23.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,154 | $2,773-58.4% | $2,289-49.6% | $4,299-73.2% |
| Participant deferral / active EE | $2,327 | $4,714-50.6% | $4,084-43.0% | $6,507-64.2% |
| Admin fee / account holder | $32,710 | $10,433+213.5% | $8,777+272.7% | $12,624+159.1% |