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 7-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 | $22,521 | $70,669-68.1% | $169,368-86.7% | $75,163-70.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.18% | 36.36%-23.2pp | 405.60%-392.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $5,502 | $2,211+148.9% | $4,013+37.1% | $2,670+106.1% |
| Participant deferral / active EE | $2,688 | $4,311-37.6% | $6,221-56.8% | $4,125-34.8% |
| Admin fee / account holder | $5,900 | $5,402+9.2% | $9,003-34.5% | $5,651+4.4% |