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 | $33,595 | $81,632-58.8% | $70,449-52.3% | $158,922-78.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.05% | 208.40%-205.4pp | 109.03%-106.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $959 | $3,217-70.2% | $2,737-64.9% | $4,761-79.9% |
| Participant deferral / active EE | $1,403 | $4,554-69.2% | $3,709-62.2% | $5,982-76.5% |
| Admin fee / account holder | $1,895 | $6,193-69.4% | $3,845-50.7% | $11,246-83.1% |