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 | $70,713 | $114,381-38.2% | $107,525-34.2% | $142,382-50.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 9.44% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,107 | $4,015-47.5% | $3,754-43.9% | $4,299-51.0% |
| Participant deferral / active EE | $9,947 | $5,564+78.8% | $5,116+94.4% | $6,507+52.9% |
| Admin fee / account holder | $2,472 | $9,860-74.9% | $8,919-72.3% | $12,624-80.4% |