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 | $20,578 | $176,662-88.4% | $130,648-84.2% | $152,861-86.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 71.7%+19.9pp | 82.4%+9.2pp |
| Annual return | 2.02% | 2692.24%-2690.2pp | 1708.96%-1706.9pp | 345.32%-343.3pp |
| Employer contribution / active EE | $2,013 | $5,742-64.9% | $4,092-50.8% | $4,762-57.7% |
| Participant deferral / active EE | $1,085 | $4,361-75.1% | $3,603-69.9% | $5,850-81.5% |
| Admin fee / account holder | $2,542 | $7,133-64.4% | $5,464-53.5% | $11,596-78.1% |