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 5-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 | $29,337 | $99,877-70.6% | $84,966-65.5% | $145,922-79.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.95% | 83.76%-76.8pp | 66.38%-59.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,927 | $3,231-40.4% | $2,727-29.4% | $4,660-58.7% |
| Participant deferral / active EE | $4,988 | $5,291-5.7% | $4,519+10.4% | $6,688-25.4% |
| Admin fee / account holder | $552 | $7,248-92.4% | $6,149-91.0% | $13,397-95.9% |