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 8-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 | $14,277 | $101,069-85.9% | $81,478-82.5% | $147,584-90.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 6.71% | 32.40%-25.7pp | 38.78%-32.1pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,147 | $3,205-64.2% | $2,568-55.3% | $4,876-76.5% |
| Participant deferral / active EE | $1,224 | $4,242-71.1% | $3,537-65.4% | $5,439-77.5% |
| Admin fee / account holder | $794 | $5,812-86.3% | $4,561-82.6% | $10,885-92.7% |