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 5-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 | $12,068 | $88,751-86.4% | $81,812-85.2% | $145,922-91.7% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 5.60% | 1025.40%-1019.8pp | 773.79%-768.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $781 | $3,083-74.7% | $2,912-73.2% | $4,660-83.2% |
| Participant deferral / active EE | $2,587 | $4,643-44.3% | $4,319-40.1% | $6,688-61.3% |
| Admin fee / account holder | $1,396 | $8,415-83.4% | $7,386-81.1% | $13,397-89.6% |