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 7-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 | $12,940 | $100,773-87.2% | $88,946-85.5% | $142,382-90.9% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 8.00% | 70.18%-62.2pp | 57.82%-49.8pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,037 | $2,918-64.4% | $2,555-59.4% | $4,299-75.9% |
| Participant deferral / active EE | $3,009 | $5,230-42.5% | $4,581-34.3% | $6,507-53.8% |
| Admin fee / account holder | $2,037 | $9,693-79.0% | $8,261-75.3% | $12,624-83.9% |