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 | $26,071 | $80,717-67.7% | $154,803-83.2% | $84,808-69.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.32% | 37.96%-25.6pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,572 | $2,761+65.6% | $4,305+6.2% | $2,631+73.8% |
| Participant deferral / active EE | $3,484 | $3,303+5.5% | $5,540-37.1% | $4,212-17.3% |
| Admin fee / account holder | $2,332 | $6,746-65.4% | $14,329-83.7% | $7,344-68.3% |