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 | $23,566 | $73,933-68.1% | $96,683-75.6% | $75,163-68.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.66% | 26.70%-16.0pp | 35.69%-25.0pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,477 | $2,928-49.6% | $3,737-60.5% | $2,670-44.7% |
| Participant deferral / active EE | $1,804 | $3,659-50.7% | $4,878-63.0% | $4,125-56.3% |
| Admin fee / account holder | $2,505 | $5,216-52.0% | $6,730-62.8% | $5,651-55.7% |