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 5-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 | $29,892 | $117,841-74.6% | $102,423-70.8% | $145,922-79.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 8.05% | 31.65%-23.6pp | 29.32%-21.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,544 | $3,615-57.3% | $3,023-48.9% | $4,660-66.9% |
| Participant deferral / active EE | $1,867 | $5,731-67.4% | $5,053-63.0% | $6,688-72.1% |
| Admin fee / account holder | $352 | $13,326-97.4% | $9,451-96.3% | $13,397-97.4% |