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 | $6,703 | $24,730-72.9% | $66,042-89.8% | $84,808-92.1% |
| Participation rate | 76.0% | 68.1%+7.9pp | 67.5%+8.5pp | 68.3%+7.7pp |
| Annual return | 12.66% | 79.55%-66.9pp | 52.11%-39.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $349 | $857-59.3% | $1,579-77.9% | $2,631-86.7% |
| Participant deferral / active EE | $1,596 | $1,737-8.1% | $2,835-43.7% | $4,212-62.1% |
| Admin fee / account holder | $3,286 | $3,014+9.0% | $5,747-42.8% | $7,344-55.3% |