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 10-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 | $30,864 | $117,841-73.8% | $102,423-69.9% | $145,922-78.8% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 7.14% | 31.65%-24.5pp | 29.32%-22.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,117 | $5,731-63.1% | $5,053-58.1% | $6,688-68.3% |
| Admin fee / account holder | $889 | $13,326-93.3% | $9,451-90.6% | $13,397-93.4% |