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 | $16,630 | $100,852-83.5% | $90,404-81.6% | $158,922-89.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 2.12% | 1724.20%-1722.1pp | 1293.02%-1290.9pp | 302.83%-300.7pp |
| Employer contribution / active EE | $943 | $3,689-74.4% | $3,262-71.1% | $4,761-80.2% |
| Participant deferral / active EE | $2,542 | $4,348-41.5% | $3,963-35.9% | $5,982-57.5% |
| Admin fee / account holder | $4,445 | $6,501-31.6% | $5,611-20.8% | $11,246-60.5% |