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 5-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 | $11,940 | $74,888-84.1% | $71,209-83.2% | $142,382-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.38% | 345.14%-335.8pp | 282.51%-273.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,263 | $2,854-55.8% | $2,721-53.6% | $4,299-70.6% |
| Participant deferral / active EE | $2,526 | $4,454-43.3% | $4,175-39.5% | $6,507-61.2% |
| Admin fee / account holder | $5,297 | $5,568-4.9% | $5,349-1.0% | $12,624-58.0% |