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 | $21,755 | $48,570-55.2% | $130,648-83.3% | $72,985-70.2% |
| Participation rate | 92.7% | 58.6%+34.2pp | 71.7%+21.0pp | 69.5%+23.2pp |
| Annual return | 11.48% | 38.63%-27.2pp | 1708.96%-1697.5pp | 81.00%-69.5pp |
| Employer contribution / active EE | $4,112 | $1,334+208.2% | $4,092+0.5% | $2,440+68.5% |
| Participant deferral / active EE | $3,007 | $2,384+26.2% | $3,603-16.5% | $3,607-16.6% |
| Admin fee / account holder | $679 | $3,549-80.9% | $5,464-87.6% | $5,124-86.8% |