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 9-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 | $42,549 | $159,901-73.4% | $146,958-71.0% | $145,922-70.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 8.28% | 98.13%-89.8pp | 418.34%-410.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,129 | $5,286-40.8% | $4,933-36.6% | $4,660-32.8% |
| Participant deferral / active EE | $5,789 | $8,428-31.3% | $8,070-28.3% | $6,688-13.4% |
| Admin fee / account holder | $27,084 | $15,044+80.0% | $12,998+108.4% | $13,397+102.2% |