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 | $33,967 | $163,101-79.2% | $136,749-75.2% | $142,382-76.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.63% | 27.54%-20.9pp | 24.33%-17.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $9,537 | $4,117+131.7% | $3,400+180.5% | $4,299+121.8% |
| Participant deferral / active EE | $6,950 | $5,585+24.4% | $4,692+48.1% | $6,507+6.8% |
| Admin fee / account holder | $2,532 | $14,318-82.3% | $11,386-77.8% | $12,624-79.9% |