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 | $23,367 | $183,519-87.3% | $155,509-85.0% | $145,922-84.0% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 3.81% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,405 | $5,313-73.6% | $4,672-69.9% | $4,660-69.9% |
| Participant deferral / active EE | $4,217 | $6,462-34.7% | $5,626-25.1% | $6,688-36.9% |
| Admin fee / account holder | $1,626 | $19,313-91.6% | $15,912-89.8% | $13,397-87.9% |