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 4-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 | $7,638 | $58,208-86.9% | $81,812-90.7% | $80,856-90.6% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 10.55% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,084 | $2,340-53.7% | $2,912-62.8% | $2,755-60.6% |
| Participant deferral / active EE | $3,038 | $3,281-7.4% | $4,319-29.6% | $4,296-29.3% |
| Admin fee / account holder | $2,763 | $4,981-44.5% | $7,386-62.6% | $6,918-60.1% |