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 3-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 | $16,778 | $57,281-70.7% | $86,612-80.6% | $75,163-77.7% |
| Participation rate | 95.2% | 63.2%+32.0pp | 71.7%+23.5pp | 67.2%+28.0pp |
| Annual return | 11.30% | 2670.75%-2659.4pp | 591.07%-579.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,444 | $2,314+5.6% | $3,022-19.2% | $2,670-8.5% |
| Participant deferral / active EE | $1,597 | $3,318-51.9% | $4,438-64.0% | $4,125-61.3% |
| Admin fee / account holder | $4,592 | $4,112+11.7% | $5,614-18.2% | $5,651-18.7% |