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 9-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 | $29,751 | $34,308-13.3% | $74,701-60.2% | $72,985-59.2% |
| Participation rate | 77.4% | 42.4%+35.0pp | 54.5%+23.0pp | 69.5%+7.9pp |
| Annual return | 14.52% | 26.58%-12.1pp | 752.92%-738.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $618 | $692-10.6% | $1,084-42.9% | $2,440-74.7% |
| Participant deferral / active EE | $1,931 | $1,271+51.9% | $1,964-1.7% | $3,607-46.5% |
| Admin fee / account holder | $6,345 | $2,124+198.7% | $3,333+90.4% | $5,124+23.8% |