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 10-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 | $31,108 | $48,570-36.0% | $130,648-76.2% | $72,985-57.4% |
| Participation rate | 75.6% | 58.6%+17.0pp | 71.7%+3.9pp | 69.5%+6.1pp |
| Annual return | 1.01% | 38.63%-37.6pp | 1708.96%-1708.0pp | 81.00%-80.0pp |
| Employer contribution / active EE | $1,054 | $1,334-21.0% | $4,092-74.2% | $2,440-56.8% |
| Participant deferral / active EE | $3,276 | $2,384+37.4% | $3,603-9.1% | $3,607-9.2% |
| Admin fee / account holder | $1,381 | $3,549-61.1% | $5,464-74.7% | $5,124-73.0% |