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 7-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 | $13,299 | $74,888-82.2% | $71,209-81.3% | $142,382-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.47% | 345.14%-341.7pp | 282.51%-279.0pp | 217.08%-213.6pp |
| Employer contribution / active EE | $956 | $2,854-66.5% | $2,721-64.9% | $4,299-77.8% |
| Participant deferral / active EE | $1,625 | $4,454-63.5% | $4,175-61.1% | $6,507-75.0% |
| Admin fee / account holder | $10,323 | $5,568+85.4% | $5,349+93.0% | $12,624-18.2% |