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 | $19,789 | $58,208-66.0% | $81,812-75.8% | $80,856-75.5% |
| Participation rate | 95.6% | 63.4%+32.1pp | 72.3%+23.2pp | 67.6%+27.9pp |
| Annual return | 8.59% | 41.66%-33.1pp | 773.79%-765.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,644 | $2,340+13.0% | $2,912-9.2% | $2,755-4.0% |
| Participant deferral / active EE | $1,545 | $3,281-52.9% | $4,319-64.2% | $4,296-64.0% |
| Admin fee / account holder | $414 | $4,981-91.7% | $7,386-94.4% | $6,918-94.0% |