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 7-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 | $13,577 | $114,047-88.1% | $96,139-85.9% | $167,490-91.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 5.98% | 189.88%-183.9pp | 191.94%-186.0pp | 478.56%-472.6pp |
| Employer contribution / active EE | $903 | $3,427-73.7% | $2,797-67.7% | $4,837-81.3% |
| Participant deferral / active EE | $2,221 | $5,194-57.2% | $4,349-48.9% | $6,341-65.0% |
| Admin fee / account holder | $10,863 | $6,897+57.5% | $5,537+96.2% | $12,309-11.7% |