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 | $18,526 | $106,584-82.6% | $101,326-81.7% | $142,382-87.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.34% | 36.93%-29.6pp | 36.82%-29.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,818 | $3,956-54.0% | $3,665-50.4% | $4,299-57.7% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,950 | $11,446-74.2% | $11,185-73.6% | $12,624-76.6% |