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 | $25,236 | $111,754-77.4% | $103,333-75.6% | $145,922-82.7% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 7.97% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,273 | $4,212-69.8% | $3,868-67.1% | $4,660-72.7% |
| Participant deferral / active EE | $2,385 | $5,619-57.6% | $5,057-52.9% | $6,688-64.3% |
| Admin fee / account holder | $885 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |