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 | $11,886 | $111,754-89.4% | $103,333-88.5% | $145,922-91.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 5.99% | 24.77%-18.8pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,211 | $4,212-47.5% | $3,868-42.8% | $4,660-52.6% |
| Participant deferral / active EE | $2,579 | $5,619-54.1% | $5,057-49.0% | $6,688-61.4% |
| Admin fee / account holder | $3,605 | $9,750-63.0% | $8,355-56.9% | $13,397-73.1% |