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 | $10,402 | $96,635-89.2% | $86,612-88.0% | $139,434-92.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.70% | 106.41%-96.7pp | 591.07%-581.4pp | 372.94%-363.2pp |
| Employer contribution / active EE | $944 | $3,263-71.1% | $3,022-68.8% | $4,751-80.1% |
| Participant deferral / active EE | $970 | $4,836-79.9% | $4,438-78.1% | $6,710-85.5% |
| Admin fee / account holder | $9,194 | $6,408+43.5% | $5,614+63.8% | $11,403-19.4% |