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 6-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 | $33,456 | $95,416-64.9% | $185,823-82.0% | $85,850-61.0% |
| Participation rate | 95.2% | 68.8%+26.5pp | 81.7%+13.5pp | 69.3%+25.9pp |
| Annual return | 9.12% | 23.59%-14.5pp | 122.05%-112.9pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,179 | $3,314-34.2% | $5,167-57.8% | $2,565-15.1% |
| Participant deferral / active EE | $3,245 | $3,423-5.2% | $5,568-41.7% | $3,952-17.9% |
| Admin fee / account holder | $1,712 | $7,213-76.3% | $16,237-89.5% | $6,260-72.7% |