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 | $34,369 | $102,317-66.4% | $146,958-76.6% | $80,856-57.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 9.63% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,306 | $3,713-64.8% | $4,933-73.5% | $2,755-52.6% |
| Participant deferral / active EE | $3,506 | $6,644-47.2% | $8,070-56.6% | $4,296-18.4% |
| Admin fee / account holder | $3,668 | $7,941-53.8% | $12,998-71.8% | $6,918-47.0% |