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 | $30,569 | $111,754-72.6% | $103,333-70.4% | $145,922-79.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.97% | 24.77%-18.8pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $3,101 | $4,212-26.4% | $3,868-19.8% | $4,660-33.4% |
| Participant deferral / active EE | $10,923 | $5,619+94.4% | $5,057+116.0% | $6,688+63.3% |
| Admin fee / account holder | $976 | $9,750-90.0% | $8,355-88.3% | $13,397-92.7% |