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 | $28,612 | $185,822-84.6% | $169,993-83.2% | $139,434-79.5% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 9.06% | 60.50%-51.4pp | 53.37%-44.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,722 | $7,590-64.1% | $6,785-59.9% | $4,751-42.7% |
| Participant deferral / active EE | $7,636 | $11,622-34.3% | $10,408-26.6% | $6,710+13.8% |
| Admin fee / account holder | $582 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |