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 | $30,828 | $100,326-69.3% | $180,183-82.9% | $84,808-63.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 12.32% | 17.86%-5.5pp | 27.86%-15.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $7,551 | $3,269+131.0% | $5,039+49.9% | $2,631+187.0% |
| Participant deferral / active EE | $4,727 | $5,066-6.7% | $6,822-30.7% | $4,212+12.2% |
| Admin fee / account holder | $352 | $9,674-96.4% | $19,975-98.2% | $7,344-95.2% |