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 4-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 | $20,195 | $133,922-84.9% | $116,228-82.6% | $142,382-85.8% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 8.70% | 147.76%-139.1pp | 90.06%-81.4pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,022 | $3,446-41.3% | $2,994-32.5% | $4,299-53.0% |
| Participant deferral / active EE | $4,460 | $5,672-21.4% | $4,953-10.0% | $6,507-31.5% |
| Admin fee / account holder | $19,132 | $14,945+28.0% | $11,989+59.6% | $12,624+51.6% |