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 | $18,663 | $74,888-75.1% | $71,209-73.8% | $142,382-86.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 6.38% | 345.14%-338.8pp | 282.51%-276.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,440 | $2,854-49.6% | $2,721-47.1% | $4,299-66.5% |
| Participant deferral / active EE | $5,589 | $4,454+25.5% | $4,175+33.9% | $6,507-14.1% |
| Admin fee / account holder | $11,225 | $5,568+101.6% | $5,349+109.9% | $12,624-11.1% |