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 | $31,342 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.46% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,075 | $5,286-60.7% | $4,933-57.9% | $4,660-55.5% |
| Participant deferral / active EE | $4,629 | $8,428-45.1% | $8,070-42.6% | $6,688-30.8% |
| Admin fee / account holder | $7,940 | $15,044-47.2% | $12,998-38.9% | $13,397-40.7% |