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 | $22,743 | $30,400-25.2% | $53,898-57.8% | $84,808-73.2% |
| Participation rate | 72.1% | 46.4%+25.6pp | 55.0%+17.1pp | 68.3%+3.8pp |
| Annual return | 9.01% | 500.19%-491.2pp | 528.60%-519.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,231 | $603+104.3% | $932+32.1% | $2,631-53.2% |
| Participant deferral / active EE | $1,663 | $1,199+38.7% | $1,826-9.0% | $4,212-60.5% |
| Admin fee / account holder | $716 | $1,993-64.1% | $2,491-71.3% | $7,344-90.2% |