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 10-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 | $15,316 | $99,020-84.5% | $86,590-82.3% | $147,584-89.6% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 7.05% | 1312.34%-1305.3pp | 964.84%-957.8pp | 578.55%-571.5pp |
| Employer contribution / active EE | $3,974 | $3,132+26.9% | $2,839+40.0% | $4,876-18.5% |
| Participant deferral / active EE | $2,601 | $3,972-34.5% | $3,609-27.9% | $5,439-52.2% |
| Admin fee / account holder | $4,119 | $5,710-27.9% | $4,906-16.0% | $10,885-62.2% |