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 | $53,027 | $100,852-47.4% | $90,404-41.3% | $158,922-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.93% | 1724.20%-1722.3pp | 1293.02%-1291.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $1,807 | $3,689-51.0% | $3,262-44.6% | $4,761-62.1% |
| Participant deferral / active EE | $2,192 | $4,348-49.6% | $3,963-44.7% | $5,982-63.4% |
| Admin fee / account holder | $325 | $6,501-95.0% | $5,611-94.2% | $11,246-97.1% |