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 8-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 | $23,345 | $150,187-84.5% | $120,354-80.6% | $145,922-84.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.50% | 154.07%-147.6pp | 107.15%-100.6pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,431 | $4,348-67.1% | $3,463-58.7% | $4,660-69.3% |
| Participant deferral / active EE | $1,744 | $6,173-71.8% | $4,991-65.1% | $6,688-73.9% |
| Admin fee / account holder | $24,846 | $12,207+103.5% | $9,423+163.7% | $13,397+85.5% |