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 7-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 | $39,646 | $124,281-68.1% | $109,143-63.7% | $167,490-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.70% | 26.04%-19.3pp | 25.75%-19.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,799 | $4,207-33.5% | $3,722-24.8% | $4,837-42.1% |
| Participant deferral / active EE | $8,906 | $5,255+69.5% | $4,653+91.4% | $6,341+40.4% |
| Admin fee / account holder | $465 | $7,970-94.2% | $6,752-93.1% | $12,309-96.2% |