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 | $21,571 | $111,754-80.7% | $103,333-79.1% | $145,922-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.31% | 24.77%-22.5pp | 24.88%-22.6pp | 561.29%-559.0pp |
| Employer contribution / active EE | $2,063 | $4,212-51.0% | $3,868-46.7% | $4,660-55.7% |
| Participant deferral / active EE | $7,677 | $5,619+36.6% | $5,057+51.8% | $6,688+14.8% |
| Admin fee / account holder | $5,888 | $9,750-39.6% | $8,355-29.5% | $13,397-56.1% |