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 | $22,953 | $85,202-73.1% | $172,739-86.7% | $72,985-68.6% |
| Participation rate | 90.7% | 70.1%+20.7pp | 82.6%+8.1pp | 69.5%+21.3pp |
| Annual return | 5.51% | 27.32%-21.8pp | 802.84%-797.3pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,944 | $3,324-41.5% | $5,143-62.2% | $2,440-20.3% |
| Participant deferral / active EE | $1,768 | $3,260-45.8% | $5,198-66.0% | $3,607-51.0% |
| Admin fee / account holder | $4,295 | $5,884-27.0% | $13,954-69.2% | $5,124-16.2% |