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 | $33,875 | $64,839-47.8% | $95,585-64.6% | $84,808-60.1% |
| Participation rate | 80.0% | 63.8%+16.2pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 12.40% | -670.96%+683.4pp | 38.56%-26.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $640 | $1,759-63.6% | $2,527-74.7% | $2,631-75.7% |
| Participant deferral / active EE | $2,932 | $2,965-1.1% | $4,023-27.1% | $4,212-30.4% |
| Admin fee / account holder | $12,699 | $5,964+112.9% | $6,127+107.3% | $7,344+72.9% |