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 | $68,064 | $126,574-46.2% | $106,213-35.9% | $145,922-53.4% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 5.30% | 224.79%-219.5pp | 116.14%-110.8pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,239 | $3,730-66.8% | $3,171-60.9% | $4,660-73.4% |
| Participant deferral / active EE | $3,313 | $5,724-42.1% | $5,016-33.9% | $6,688-50.5% |
| Admin fee / account holder | $121,649 | $17,304+603.0% | $11,033+1002.6% | $13,397+808.0% |