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 4-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 | $9,669 | $95,266-89.9% | $82,389-88.3% | $142,382-93.2% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.5%+7.7pp | 80.1%-2.8pp |
| Annual return | 9.63% | 25.74%-16.1pp | 28.67%-19.0pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,752 | $2,991-41.4% | $2,517-30.4% | $4,299-59.2% |
| Participant deferral / active EE | $3,715 | $4,809-22.7% | $4,155-10.6% | $6,507-42.9% |
| Admin fee / account holder | $7,835 | $8,563-8.5% | $7,231+8.4% | $12,624-37.9% |