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 | $17,113 | $53,018-67.7% | $70,014-75.6% | $62,891-72.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -1.24% | 13.35%-14.6pp | 12.99%-14.2pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,308 | $1,799-27.3% | $2,338-44.1% | $2,281-42.7% |
| Participant deferral / active EE | $1,092 | $2,395-54.4% | $2,931-62.7% | $3,203-65.9% |
| Admin fee / account holder | $3,325 | $3,690-9.9% | $4,380-24.1% | $4,296-22.6% |