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 | $28,983 | $74,888-61.3% | $71,209-59.3% | $142,382-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.66% | 345.14%-338.5pp | 282.51%-275.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $500 | $2,854-82.5% | $2,721-81.6% | $4,299-88.4% |
| Participant deferral / active EE | $3,577 | $4,454-19.7% | $4,175-14.3% | $6,507-45.0% |
| Admin fee / account holder | $15,692 | $5,568+181.8% | $5,349+193.4% | $12,624+24.3% |