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 | $32,219 | $183,519-82.4% | $155,509-79.3% | $145,922-77.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.27% | 61.17%-57.9pp | 64.67%-61.4pp | 561.29%-558.0pp |
| Employer contribution / active EE | $3,021 | $5,313-43.1% | $4,672-35.3% | $4,660-35.2% |
| Participant deferral / active EE | $5,157 | $6,462-20.2% | $5,626-8.3% | $6,688-22.9% |
| Admin fee / account holder | $3,753 | $19,313-80.6% | $15,912-76.4% | $13,397-72.0% |