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 | $14,107 | $60,124-76.5% | $90,404-84.4% | $79,858-82.3% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 9.25% | 71.94%-62.7pp | 1293.02%-1283.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $360 | $2,068-82.6% | $3,262-89.0% | $2,471-85.4% |
| Participant deferral / active EE | $935 | $2,938-68.2% | $3,963-76.4% | $3,740-75.0% |
| Admin fee / account holder | $7,295 | $3,976+83.4% | $5,611+30.0% | $5,306+37.5% |