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 8-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 | $31,070 | $86,929-64.3% | $102,423-69.7% | $80,856-61.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 5.27% | 18.88%-13.6pp | 29.32%-24.1pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,577 | $2,369-33.4% | $3,023-47.8% | $2,755-42.8% |
| Participant deferral / active EE | $2,655 | $4,118-35.5% | $5,053-47.5% | $4,296-38.2% |
| Admin fee / account holder | $1,061 | $8,049-86.8% | $9,451-88.8% | $6,918-84.7% |