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 6-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 | $19,650 | $159,901-87.7% | $146,958-86.6% | $145,922-86.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 4.04% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.2pp |
| Employer contribution / active EE | $2,533 | $5,286-52.1% | $4,933-48.7% | $4,660-45.6% |
| Participant deferral / active EE | $5,652 | $8,428-32.9% | $8,070-30.0% | $6,688-15.5% |
| Admin fee / account holder | $13,992 | $15,044-7.0% | $12,998+7.6% | $13,397+4.4% |