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 | $37,833 | $95,266-60.3% | $82,389-54.1% | $142,382-73.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 4.42% | 25.74%-21.3pp | 28.67%-24.3pp | 217.08%-212.7pp |
| Employer contribution / active EE | $1,878 | $2,991-37.2% | $2,517-25.4% | $4,299-56.3% |
| Participant deferral / active EE | $4,823 | $4,809+0.3% | $4,155+16.1% | $6,507-25.9% |
| Admin fee / account holder | $922 | $8,563-89.2% | $7,231-87.2% | $12,624-92.7% |