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 | $36,511 | $106,515-65.7% | $96,683-62.2% | $139,434-73.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.26% | 38.43%-30.2pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $3,204 | $4,103-21.9% | $3,737-14.3% | $4,751-32.6% |
| Participant deferral / active EE | $4,931 | $5,454-9.6% | $4,878+1.1% | $6,710-26.5% |
| Admin fee / account holder | $5,704 | $7,877-27.6% | $6,730-15.2% | $11,403-50.0% |