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 | $22,616 | $111,754-79.8% | $103,333-78.1% | $145,922-84.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 7.07% | 24.77%-17.7pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,052 | $4,212-51.3% | $3,868-46.9% | $4,660-56.0% |
| Participant deferral / active EE | $1,536 | $5,619-72.7% | $5,057-69.6% | $6,688-77.0% |
| Admin fee / account holder | $12,584 | $9,750+29.1% | $8,355+50.6% | $13,397-6.1% |