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 | $10,838 | $74,888-85.5% | $71,209-84.8% | $142,382-92.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.35% | 345.14%-339.8pp | 282.51%-277.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $782 | $2,854-72.6% | $2,721-71.2% | $4,299-81.8% |
| Participant deferral / active EE | $3,976 | $4,454-10.7% | $4,175-4.8% | $6,507-38.9% |
| Admin fee / account holder | $22,015 | $5,568+295.4% | $5,349+311.6% | $12,624+74.4% |