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 | $36,124 | $110,257-67.2% | $96,544-62.6% | $139,434-74.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 9.24% | 26.32%-17.1pp | 25.84%-16.6pp | 372.94%-363.7pp |
| Employer contribution / active EE | $6,616 | $3,620+82.8% | $2,965+123.1% | $4,751+39.3% |
| Participant deferral / active EE | $9,351 | $5,548+68.5% | $4,851+92.8% | $6,710+39.3% |
| Admin fee / account holder | $448 | $11,591-96.1% | $8,252-94.6% | $11,403-96.1% |