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 9-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 | $36,383 | $78,422-53.6% | $95,952-62.1% | $79,858-54.4% |
| Participation rate | 86.4% | 73.5%+12.9pp | 77.1%+9.3pp | 69.6%+16.7pp |
| Annual return | 7.37% | 19.37%-12.0pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $4,041 | $1,945+107.8% | $2,541+59.0% | $2,471+63.5% |
| Participant deferral / active EE | $2,629 | $3,440-23.6% | $4,167-36.9% | $3,740-29.7% |
| Admin fee / account holder | $409 | $5,622-92.7% | $6,795-94.0% | $5,306-92.3% |