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 | $12,959 | $58,208-77.7% | $81,812-84.2% | $80,856-84.0% |
| Participation rate | 74.1% | 63.4%+10.7pp | 72.3%+1.7pp | 67.6%+6.4pp |
| Annual return | 2.58% | 41.66%-39.1pp | 773.79%-771.2pp | 35.59%-33.0pp |
| Employer contribution / active EE | $1,551 | $2,340-33.7% | $2,912-46.7% | $2,755-43.7% |
| Participant deferral / active EE | $2,983 | $3,281-9.1% | $4,319-30.9% | $4,296-30.6% |
| Admin fee / account holder | $4,159 | $4,981-16.5% | $7,386-43.7% | $6,918-39.9% |