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 | $20,632 | $102,966-80.0% | $90,281-77.1% | $152,861-86.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 2.80% | 95.16%-92.4pp | 78.10%-75.3pp | 345.32%-342.5pp |
| Employer contribution / active EE | $2,082 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $3,041 | $4,281-29.0% | $3,885-21.7% | $5,850-48.0% |
| Admin fee / account holder | $3,381 | $6,171-45.2% | $5,351-36.8% | $11,596-70.8% |