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 | $23,859 | $63,346-62.3% | $92,233-74.1% | $70,131-66.0% |
| Participation rate | 92.1% | 68.7%+23.4pp | 76.5%+15.6pp | 69.5%+22.6pp |
| Annual return | 9.09% | 530.12%-521.0pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $2,579 | $2,471+4.4% | $3,679-29.9% | $2,342+10.1% |
| Participant deferral / active EE | $2,404 | $2,854-15.8% | $3,897-38.3% | $3,332-27.9% |
| Admin fee / account holder | $3,195 | $3,840-16.8% | $5,194-38.5% | $4,645-31.2% |