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 | $20,135 | $74,888-73.1% | $71,209-71.7% | $142,382-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.54% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,251 | $2,854-56.2% | $2,721-54.0% | $4,299-70.9% |
| Participant deferral / active EE | $3,266 | $4,454-26.7% | $4,175-21.8% | $6,507-49.8% |
| Admin fee / account holder | $1,730 | $5,568-68.9% | $5,349-67.7% | $12,624-86.3% |