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 | $28,815 | $165,335-82.6% | $149,696-80.8% | $158,922-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.63% | 348.15%-345.5pp | 276.60%-274.0pp | 302.83%-300.2pp |
| Employer contribution / active EE | $1,658 | $5,103-67.5% | $4,644-64.3% | $4,761-65.2% |
| Participant deferral / active EE | $5,134 | $7,181-28.5% | $6,842-25.0% | $5,982-14.2% |
| Admin fee / account holder | $24,096 | $10,807+123.0% | $9,309+158.9% | $11,246+114.3% |