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 | $49,555 | $183,519-73.0% | $155,509-68.1% | $145,922-66.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 5.74% | 61.17%-55.4pp | 64.67%-58.9pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,476 | $5,313-72.2% | $4,672-68.4% | $4,660-68.3% |
| Participant deferral / active EE | $3,421 | $6,462-47.1% | $5,626-39.2% | $6,688-48.8% |
| Admin fee / account holder | $3,473 | $19,313-82.0% | $15,912-78.2% | $13,397-74.1% |