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 | $21,580 | $58,208-62.9% | $81,812-73.6% | $80,856-73.3% |
| Participation rate | 95.8% | 63.4%+32.4pp | 72.3%+23.5pp | 67.6%+28.2pp |
| Annual return | 10.05% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,030 | $2,340-56.0% | $2,912-64.6% | $2,755-62.6% |
| Participant deferral / active EE | $1,152 | $3,281-64.9% | $4,319-73.3% | $4,296-73.2% |
| Admin fee / account holder | $3,734 | $4,981-25.0% | $7,386-49.4% | $6,918-46.0% |