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 3-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 | $36,150 | $109,982-67.1% | $97,226-62.8% | $145,922-75.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.08% | 242.90%-239.8pp | 75.13%-72.1pp | 561.29%-558.2pp |
| Employer contribution / active EE | $9,883 | $3,084+220.5% | $2,729+262.2% | $4,660+112.1% |
| Participant deferral / active EE | $4,290 | $4,676-8.3% | $4,264+0.6% | $6,688-35.9% |
| Admin fee / account holder | $347 | $6,221-94.4% | $5,654-93.9% | $13,397-97.4% |