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 | $25,018 | $74,888-66.6% | $71,209-64.9% | $142,382-82.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.05% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,798 | $2,854+33.1% | $2,721+39.6% | $4,299-11.7% |
| Participant deferral / active EE | $4,520 | $4,454+1.5% | $4,175+8.2% | $6,507-30.5% |
| Admin fee / account holder | $28,637 | $5,568+414.3% | $5,349+435.4% | $12,624+126.8% |