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 6-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 | $17,293 | $115,770-85.1% | $101,248-82.9% | $158,922-89.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 2.96% | 56.14%-53.2pp | 46.47%-43.5pp | 302.83%-299.9pp |
| Employer contribution / active EE | $3,614 | $4,175-13.4% | $3,660-1.2% | $4,761-24.1% |
| Participant deferral / active EE | $10,631 | $4,957+114.5% | $4,370+143.3% | $5,982+77.7% |
| Admin fee / account holder | $5,769 | $7,245-20.4% | $5,945-3.0% | $11,246-48.7% |