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 | $55,042 | $85,202-35.4% | $172,739-68.1% | $72,985-24.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.99% | 27.32%-21.3pp | 802.84%-796.8pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,471 | $3,324-55.7% | $5,143-71.4% | $2,440-39.7% |
| Participant deferral / active EE | $1,660 | $3,260-49.1% | $5,198-68.1% | $3,607-54.0% |
| Admin fee / account holder | $6,213 | $5,884+5.6% | $13,954-55.5% | $5,124+21.2% |