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 9-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 | $16,082 | $109,982-85.4% | $97,226-83.5% | $145,922-89.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 3.01% | 242.90%-239.9pp | 75.13%-72.1pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,818 | $3,084-41.0% | $2,729-33.4% | $4,660-61.0% |
| Participant deferral / active EE | $1,906 | $4,676-59.2% | $4,264-55.3% | $6,688-71.5% |
| Admin fee / account holder | $13,282 | $6,221+113.5% | $5,654+134.9% | $13,397-0.9% |