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 | $24,870 | $102,966-75.8% | $90,281-72.5% | $152,861-83.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 8.17% | 95.16%-87.0pp | 78.10%-69.9pp | 345.32%-337.1pp |
| Employer contribution / active EE | $522 | $3,139-83.4% | $2,854-81.7% | $4,762-89.0% |
| Participant deferral / active EE | $1,410 | $4,281-67.1% | $3,885-63.7% | $5,850-75.9% |
| Admin fee / account holder | $4,802 | $6,171-22.2% | $5,351-10.3% | $11,596-58.6% |