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 | $8,512 | $74,888-88.6% | $71,209-88.0% | $142,382-94.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.65% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $901 | $2,854-68.4% | $2,721-66.9% | $4,299-79.1% |
| Participant deferral / active EE | $1,948 | $4,454-56.3% | $4,175-53.4% | $6,507-70.1% |
| Admin fee / account holder | $597 | $5,568-89.3% | $5,349-88.8% | $12,624-95.3% |