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 | $17,311 | $60,124-71.2% | $90,404-80.9% | $79,858-78.3% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 3.65% | 71.94%-68.3pp | 1293.02%-1289.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $815 | $2,068-60.6% | $3,262-75.0% | $2,471-67.0% |
| Participant deferral / active EE | $1,162 | $2,938-60.5% | $3,963-70.7% | $3,740-68.9% |
| Admin fee / account holder | $1,407 | $3,976-64.6% | $5,611-74.9% | $5,306-73.5% |