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 8-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 | $37,780 | $117,841-67.9% | $102,423-63.1% | $145,922-74.1% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 5.12% | 31.65%-26.5pp | 29.32%-24.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,409 | $3,615-33.4% | $3,023-20.3% | $4,660-48.3% |
| Participant deferral / active EE | $3,369 | $5,731-41.2% | $5,053-33.3% | $6,688-49.6% |
| Admin fee / account holder | $609 | $13,326-95.4% | $9,451-93.6% | $13,397-95.5% |