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 | $40,536 | $77,314-47.6% | $177,989-77.2% | $80,856-49.9% |
| Participation rate | 84.2% | 65.7%+18.5pp | 77.1%+7.1pp | 67.6%+16.6pp |
| Annual return | 10.61% | 18.09%-7.5pp | 294.48%-283.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,667 | $2,292-27.3% | $3,949-57.8% | $2,755-39.5% |
| Participant deferral / active EE | $2,075 | $4,411-53.0% | $6,276-66.9% | $4,296-51.7% |
| Admin fee / account holder | $1,073 | $7,191-85.1% | $10,363-89.6% | $6,918-84.5% |