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 | $40,919 | $176,056-76.8% | $159,436-74.3% | $167,490-75.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.90% | 331.75%-323.8pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,998 | $5,297-62.3% | $4,829-58.6% | $4,837-58.7% |
| Participant deferral / active EE | $2,747 | $7,750-64.6% | $7,352-62.6% | $6,341-56.7% |
| Admin fee / account holder | $10,058 | $12,554-19.9% | $10,799-6.9% | $12,309-18.3% |