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 | $31,365 | $81,248-61.4% | $155,509-79.8% | $80,856-61.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.49% | 33.31%-25.8pp | 64.67%-57.2pp | 35.59%-28.1pp |
| Employer contribution / active EE | $2,504 | $3,100-19.2% | $4,672-46.4% | $2,755-9.1% |
| Participant deferral / active EE | $1,945 | $3,452-43.7% | $5,626-65.4% | $4,296-54.7% |
| Admin fee / account holder | $571 | $7,997-92.9% | $15,912-96.4% | $6,918-91.7% |