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 | $18,118 | $106,584-83.0% | $101,326-82.1% | $142,382-87.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 12.53% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,868 | $3,956+48.3% | $3,665+60.1% | $4,299+36.5% |
| Participant deferral / active EE | $11,119 | $8,297+34.0% | $7,994+39.1% | $6,507+70.9% |
| Admin fee / account holder | $68,506 | $11,446+498.5% | $11,185+512.5% | $12,624+442.7% |