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 | $11,220 | $74,888-85.0% | $71,209-84.2% | $142,382-92.1% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.1%-2.8pp |
| Annual return | 8.43% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,197 | $2,854-58.1% | $2,721-56.0% | $4,299-72.2% |
| Participant deferral / active EE | $3,241 | $4,454-27.2% | $4,175-22.4% | $6,507-50.2% |
| Admin fee / account holder | $2,106 | $5,568-62.2% | $5,349-60.6% | $12,624-83.3% |