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 5-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 | $24,848 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.50% | 70.24%-65.7pp | 62.55%-58.1pp | 217.08%-212.6pp |
| Employer contribution / active EE | $3,656 | $4,961-26.3% | $4,693-22.1% | $4,299-15.0% |
| Participant deferral / active EE | $5,847 | $8,310-29.6% | $7,997-26.9% | $6,507-10.1% |
| Admin fee / account holder | $18,422 | $14,846+24.1% | $13,435+37.1% | $12,624+45.9% |