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 | $21,388 | $114,381-81.3% | $107,525-80.1% | $142,382-85.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.08% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,787 | $4,015+19.2% | $3,754+27.5% | $4,299+11.3% |
| Participant deferral / active EE | $5,795 | $5,564+4.1% | $5,116+13.3% | $6,507-10.9% |
| Admin fee / account holder | $6,520 | $9,860-33.9% | $8,919-26.9% | $12,624-48.3% |