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 | $37,805 | $57,281-34.0% | $86,612-56.4% | $75,163-49.7% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 12.21% | 2670.75%-2658.5pp | 591.07%-578.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,269 | $2,314+41.3% | $3,022+8.2% | $2,670+22.5% |
| Participant deferral / active EE | $3,639 | $3,318+9.7% | $4,438-18.0% | $4,125-11.8% |
| Admin fee / account holder | $1,306 | $4,112-68.3% | $5,614-76.7% | $5,651-76.9% |