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 | $54,245 | $169,032-67.9% | $129,207-58.0% | $145,922-62.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 5.31% | 14330.11%-14324.8pp | 9417.33%-9412.0pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,030 | $5,537-63.3% | $4,153-51.1% | $4,660-56.4% |
| Participant deferral / active EE | $2,743 | $4,987-45.0% | $4,168-34.2% | $6,688-59.0% |
| Admin fee / account holder | $384 | $9,954-96.1% | $7,715-95.0% | $13,397-97.1% |