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 5-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 | $23,479 | $133,922-82.5% | $116,228-79.8% | $142,382-83.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 6.11% | 147.76%-141.7pp | 90.06%-83.9pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,854 | $3,446-46.2% | $2,994-38.1% | $4,299-56.9% |
| Participant deferral / active EE | $2,700 | $5,672-52.4% | $4,953-45.5% | $6,507-58.5% |
| Admin fee / account holder | $2,692 | $14,945-82.0% | $11,989-77.5% | $12,624-78.7% |