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 | $24,426 | $56,114-56.5% | $96,139-74.6% | $85,850-71.5% |
| Participation rate | 98.8% | 56.7%+42.1pp | 68.4%+30.3pp | 69.3%+29.5pp |
| Annual return | 11.52% | 42.30%-30.8pp | 191.94%-180.4pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,449 | $1,620-10.5% | $2,797-48.2% | $2,565-43.5% |
| Participant deferral / active EE | $2,153 | $2,859-24.7% | $4,349-50.5% | $3,952-45.5% |
| Admin fee / account holder | $999 | $3,768-73.5% | $5,537-82.0% | $6,260-84.0% |