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 | $27,296 | $111,754-75.6% | $103,333-73.6% | $145,922-81.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.84% | 24.77%-15.9pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,584 | $4,212-14.9% | $3,868-7.3% | $4,660-23.1% |
| Participant deferral / active EE | $7,127 | $5,619+26.8% | $5,057+40.9% | $6,688+6.6% |
| Admin fee / account holder | $1,871 | $9,750-80.8% | $8,355-77.6% | $13,397-86.0% |