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 | $11,604 | $118,427-90.2% | $66,042-82.4% | $142,382-91.9% |
| Participation rate | 73.9% | 68.1%+5.8pp | 67.5%+6.4pp | 80.1%-6.2pp |
| Annual return | 4.40% | 35.57%-31.2pp | 52.11%-47.7pp | 217.08%-212.7pp |
| Employer contribution / active EE | $933 | $2,570-63.7% | $1,579-40.9% | $4,299-78.3% |
| Participant deferral / active EE | $1,692 | $4,311-60.7% | $2,835-40.3% | $6,507-74.0% |
| Admin fee / account holder | $7,899 | $9,593-17.7% | $5,747+37.4% | $12,624-37.4% |