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 6-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 | $32,934 | $95,266-65.4% | $82,389-60.0% | $142,382-76.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.17% | 25.74%-15.6pp | 28.67%-18.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,032 | $2,991+1.4% | $2,517+20.4% | $4,299-29.5% |
| Participant deferral / active EE | $10,122 | $4,809+110.5% | $4,155+143.6% | $6,507+55.6% |
| Admin fee / account holder | $2,729 | $8,563-68.1% | $7,231-62.3% | $12,624-78.4% |