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 | $30,481 | $104,251-70.8% | $91,001-66.5% | $147,584-79.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.64% | 27.06%-18.4pp | 4.60%+4.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,556 | $3,116-50.1% | $2,456-36.7% | $4,876-68.1% |
| Participant deferral / active EE | $1,629 | $4,195-61.2% | $3,547-54.1% | $5,439-70.1% |
| Admin fee / account holder | $488 | $8,948-94.5% | $5,417-91.0% | $10,885-95.5% |