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 | $12,929 | $80,717-84.0% | $154,803-91.6% | $84,808-84.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 6.94% | 37.96%-31.0pp | 58.88%-51.9pp | 40.90%-34.0pp |
| Employer contribution / active EE | $4,149 | $2,761+50.2% | $4,305-3.6% | $2,631+57.7% |
| Participant deferral / active EE | $2,318 | $3,303-29.8% | $5,540-58.2% | $4,212-45.0% |
| Admin fee / account holder | $1,422 | $6,746-78.9% | $14,329-90.1% | $7,344-80.6% |