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 | $19,527 | $65,409-70.1% | $98,442-80.2% | $85,850-77.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.39% | 21.76%-13.4pp | 1492.73%-1484.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,033 | $2,168-52.4% | $2,960-65.1% | $2,565-59.7% |
| Participant deferral / active EE | $1,486 | $3,166-53.1% | $4,276-65.2% | $3,952-62.4% |
| Admin fee / account holder | $388 | $4,593-91.6% | $5,949-93.5% | $6,260-93.8% |