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 | $22,709 | $58,208-61.0% | $81,812-72.2% | $80,856-71.9% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 5.84% | 41.66%-35.8pp | 773.79%-767.9pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,741 | $2,340-25.6% | $2,912-40.2% | $2,755-36.8% |
| Participant deferral / active EE | $1,624 | $3,281-50.5% | $4,319-62.4% | $4,296-62.2% |
| Admin fee / account holder | $659 | $4,981-86.8% | $7,386-91.1% | $6,918-90.5% |