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 | $38,167 | $90,348-57.8% | $75,972-49.8% | $145,922-73.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.14% | 620.88%-615.7pp | 359.55%-354.4pp | 561.29%-556.1pp |
| Employer contribution / active EE | $5,160 | $3,311+55.8% | $2,685+92.2% | $4,660+10.7% |
| Participant deferral / active EE | $10,885 | $5,162+110.9% | $4,255+155.8% | $6,688+62.8% |
| Admin fee / account holder | $8,649 | $8,467+2.2% | $6,467+33.7% | $13,397-35.4% |