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 | $13,377 | $100,773-86.7% | $88,946-85.0% | $142,382-90.6% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 6.54% | 70.18%-63.6pp | 57.82%-51.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,968 | $2,918+1.7% | $2,555+16.2% | $4,299-31.0% |
| Participant deferral / active EE | $4,085 | $5,230-21.9% | $4,581-10.8% | $6,507-37.2% |
| Admin fee / account holder | $1,047 | $9,693-89.2% | $8,261-87.3% | $12,624-91.7% |