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 7-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 | $37,248 | $117,983-68.4% | $101,794-63.4% | $142,382-73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.14% | 36.92%-31.8pp | 30.53%-25.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,574 | $2,773-43.2% | $2,289-31.2% | $4,299-63.4% |
| Participant deferral / active EE | $2,639 | $4,714-44.0% | $4,084-35.4% | $6,507-59.4% |
| Admin fee / account holder | $3,983 | $10,433-61.8% | $8,777-54.6% | $12,624-68.4% |