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 | $8,481 | $58,208-85.4% | $81,812-89.6% | $80,856-89.5% |
| Participation rate | 84.0% | 63.4%+20.6pp | 72.3%+11.7pp | 67.6%+16.4pp |
| Annual return | 6.92% | 41.66%-34.7pp | 773.79%-766.9pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,098 | $2,340-53.1% | $2,912-62.3% | $2,755-60.2% |
| Participant deferral / active EE | $1,890 | $3,281-42.4% | $4,319-56.2% | $4,296-56.0% |
| Admin fee / account holder | $1,125 | $4,981-77.4% | $7,386-84.8% | $6,918-83.7% |