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 | $23,500 | $80,717-70.9% | $154,803-84.8% | $84,808-72.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.51% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,487 | $2,761-46.1% | $4,305-65.5% | $2,631-43.5% |
| Participant deferral / active EE | $3,077 | $3,303-6.8% | $5,540-44.5% | $4,212-26.9% |
| Admin fee / account holder | $2,047 | $6,746-69.7% | $14,329-85.7% | $7,344-72.1% |