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 3-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 | $22,761 | $70,756-67.8% | $65,493-65.2% | $142,382-84.0% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 6.69% | 1754.89%-1748.2pp | 982.45%-975.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $4,760 | $2,881+65.2% | $2,574+84.9% | $4,299+10.7% |
| Participant deferral / active EE | $4,561 | $4,637-1.7% | $3,961+15.1% | $6,507-29.9% |
| Admin fee / account holder | $1,289 | $6,559-80.3% | $5,028-74.4% | $12,624-89.8% |