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 3-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 | $41,484 | $183,519-77.4% | $155,509-73.3% | $145,922-71.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.38% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,482 | $5,313-72.1% | $4,672-68.3% | $4,660-68.2% |
| Participant deferral / active EE | $1,895 | $6,462-70.7% | $5,626-66.3% | $6,688-71.7% |
| Admin fee / account holder | $7,982 | $19,313-58.7% | $15,912-49.8% | $13,397-40.4% |