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 | $11,780 | $100,773-88.3% | $88,946-86.8% | $142,382-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.57% | 70.18%-63.6pp | 57.82%-51.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,176 | $2,918-25.4% | $2,555-14.8% | $4,299-49.4% |
| Participant deferral / active EE | $4,977 | $5,230-4.8% | $4,581+8.6% | $6,507-23.5% |
| Admin fee / account holder | $2,284 | $9,693-76.4% | $8,261-72.4% | $12,624-81.9% |