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 | $17,268 | $34,308-49.7% | $74,701-76.9% | $72,985-76.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 13.20% | 26.58%-13.4pp | 752.92%-739.7pp | 81.00%-67.8pp |
| Employer contribution / active EE | $1,975 | $692+185.6% | $1,084+82.3% | $2,440-19.0% |
| Participant deferral / active EE | $3,266 | $1,271+156.9% | $1,964+66.3% | $3,607-9.5% |
| Admin fee / account holder | $611 | $2,124-71.3% | $3,333-81.7% | $5,124-88.1% |