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 | $28,232 | $74,888-62.3% | $71,209-60.4% | $142,382-80.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.59% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,850 | $2,854-35.2% | $2,721-32.0% | $4,299-57.0% |
| Participant deferral / active EE | $3,305 | $4,454-25.8% | $4,175-20.8% | $6,507-49.2% |
| Admin fee / account holder | $10,248 | $5,568+84.0% | $5,349+91.6% | $12,624-18.8% |