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 6-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 | $17,980 | $107,334-83.2% | $92,893-80.6% | $152,861-88.2% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 9.77% | 145.58%-135.8pp | 109.41%-99.6pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,207 | $4,221-71.4% | $3,653-67.0% | $4,762-74.7% |
| Participant deferral / active EE | $2,319 | $4,845-52.1% | $4,236-45.3% | $5,850-60.4% |
| Admin fee / account holder | $65,615 | $7,079+826.9% | $5,794+1032.5% | $11,596+465.8% |