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 9-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 | $17,626 | $74,888-76.5% | $71,209-75.2% | $142,382-87.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.94% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,674 | $2,854-6.3% | $2,721-1.7% | $4,299-37.8% |
| Participant deferral / active EE | $9,856 | $4,454+121.3% | $4,175+136.1% | $6,507+51.5% |
| Admin fee / account holder | $10,059 | $5,568+80.6% | $5,349+88.1% | $12,624-20.3% |