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 8-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 | $28,932 | $58,694-50.7% | $142,863-79.7% | $85,850-66.3% |
| Participation rate | 93.1% | 58.5%+34.6pp | 71.9%+21.2pp | 69.3%+23.8pp |
| Annual return | 6.33% | 27.72%-21.4pp | 5637.54%-5631.2pp | 318.53%-312.2pp |
| Employer contribution / active EE | $688 | $1,423-51.6% | $4,144-83.4% | $2,565-73.2% |
| Participant deferral / active EE | $1,189 | $2,607-54.4% | $3,837-69.0% | $3,952-69.9% |
| Admin fee / account holder | $497 | $4,239-88.3% | $6,560-92.4% | $6,260-92.1% |