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 4-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 | $41,598 | $159,602-73.9% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 8.49% | 70.24%-61.7pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,898 | $4,961-41.6% | $4,693-38.3% | $4,299-32.6% |
| Participant deferral / active EE | $8,588 | $8,310+3.3% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $310 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |