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 3-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 | $11,087 | $74,888-85.2% | $71,209-84.4% | $142,382-92.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 8.78% | 345.14%-336.4pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,579 | $2,854-44.7% | $2,721-42.0% | $4,299-63.3% |
| Participant deferral / active EE | $1,902 | $4,454-57.3% | $4,175-54.4% | $6,507-70.8% |
| Admin fee / account holder | $3,608 | $5,568-35.2% | $5,349-32.6% | $12,624-71.4% |