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 8-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 | $23,897 | $99,877-76.1% | $84,966-71.9% | $145,922-83.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 2.67% | 83.76%-81.1pp | 66.38%-63.7pp | 561.29%-558.6pp |
| Employer contribution / active EE | $878 | $3,231-72.8% | $2,727-67.8% | $4,660-81.2% |
| Participant deferral / active EE | $3,023 | $5,291-42.9% | $4,519-33.1% | $6,688-54.8% |
| Admin fee / account holder | $4,201 | $7,248-42.0% | $6,149-31.7% | $13,397-68.6% |