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 | $61,493 | $106,890-42.5% | $84,015-26.8% | $152,861-59.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.4%+12.0pp |
| Annual return | 2.40% | 104.99%-102.6pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,951 | $4,011-26.4% | $3,239-8.9% | $5,850-49.6% |
| Admin fee / account holder | $736 | $8,285-91.1% | $6,101-87.9% | $11,596-93.7% |