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 | $35,620 | $150,187-76.3% | $120,354-70.4% | $145,922-75.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.51% | 154.07%-145.6pp | 107.15%-98.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,456 | $4,348-66.5% | $3,463-57.9% | $4,660-68.7% |
| Participant deferral / active EE | $5,422 | $6,173-12.2% | $4,991+8.6% | $6,688-18.9% |
| Admin fee / account holder | $1,710 | $12,207-86.0% | $9,423-81.9% | $13,397-87.2% |