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 4-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 | $33,250 | $81,460-59.2% | $103,333-67.8% | $80,856-58.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.51% | 25.55%-18.0pp | 24.88%-17.4pp | 35.59%-28.1pp |
| Employer contribution / active EE | $2,128 | $3,105-31.5% | $3,868-45.0% | $2,755-22.7% |
| Participant deferral / active EE | $3,436 | $3,869-11.2% | $5,057-32.1% | $4,296-20.0% |
| Admin fee / account holder | $11,373 | $6,566+73.2% | $8,355+36.1% | $6,918+64.4% |