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 3-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 | $39,983 | $64,839-38.3% | $95,585-58.2% | $84,808-52.9% |
| Participation rate | 92.5% | 63.8%+28.7pp | 72.1%+20.4pp | 68.3%+24.2pp |
| Annual return | 10.13% | -670.96%+681.1pp | 38.56%-28.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $10,161 | $1,759+477.7% | $2,527+302.2% | $2,631+286.2% |
| Participant deferral / active EE | $2,759 | $2,965-7.0% | $4,023-31.4% | $4,212-34.5% |
| Admin fee / account holder | $312 | $5,964-94.8% | $6,127-94.9% | $7,344-95.8% |