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 | $36,512 | $157,256-76.8% | $141,162-74.1% | $152,861-76.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.21% | 64.32%-50.1pp | 71.39%-57.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,254 | $5,261-76.2% | $4,735-73.5% | $4,762-73.7% |
| Participant deferral / active EE | $4,534 | $7,109-36.2% | $6,709-32.4% | $5,850-22.5% |
| Admin fee / account holder | $1,870 | $12,120-84.6% | $10,261-81.8% | $11,596-83.9% |