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 | $40,791 | $121,625-66.5% | $104,607-61.0% | $158,922-74.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 2.71% | 465.26%-462.5pp | 340.46%-337.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,029 | $3,163-67.5% | $2,681-61.6% | $4,761-78.4% |
| Participant deferral / active EE | $2,889 | $4,177-30.8% | $3,740-22.7% | $5,982-51.7% |
| Admin fee / account holder | $602 | $7,787-92.3% | $6,473-90.7% | $11,246-94.6% |