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 | $14,392 | $96,305-85.1% | $80,569-82.1% | $139,434-89.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 9.03% | 1350.08%-1341.1pp | 935.43%-926.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,192 | $3,262-32.8% | $2,723-19.5% | $4,751-53.9% |
| Participant deferral / active EE | $3,760 | $5,232-28.1% | $4,447-15.5% | $6,710-44.0% |
| Admin fee / account holder | $17,053 | $6,599+158.4% | $5,377+217.1% | $11,403+49.6% |