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 | $54,296 | $110,887-51.0% | - | $145,922-62.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | 3.28% | 17.59%-14.3pp | - | 561.29%-558.0pp |
| Employer contribution / active EE | $629 | $5,672-88.9% | - | $4,660-86.5% |
| Participant deferral / active EE | $1,325 | $5,582-76.3% | - | $6,688-80.2% |
| Admin fee / account holder | $20,314 | $6,317+221.6% | - | $13,397+51.6% |