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 9-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 | $24,737 | $58,512-57.7% | $84,015-70.6% | $72,985-66.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.23% | 28.93%-12.7pp | 71.31%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $5,832 | $1,163+401.5% | $1,983+194.0% | $2,440+139.0% |
| Participant deferral / active EE | $2,637 | $2,394+10.2% | $3,239-18.6% | $3,607-26.9% |
| Admin fee / account holder | $558 | $4,569-87.8% | $6,101-90.9% | $5,124-89.1% |