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 9-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 | $14,666 | $56,053-73.8% | $75,972-80.7% | $80,856-81.9% |
| Participation rate | 85.2% | 62.0%+23.2pp | 69.1%+16.1pp | 67.6%+17.5pp |
| Annual return | 10.05% | 20.53%-10.5pp | 359.55%-349.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,768 | $1,874+47.7% | $2,685+3.1% | $2,755+0.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,010 | $5,234-80.7% | $6,467-84.4% | $6,918-85.4% |