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 | $10,601 | $70,756-85.0% | $65,493-83.8% | $142,382-92.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 9.60% | 1754.89%-1745.3pp | 982.45%-972.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,795 | $2,881-37.7% | $2,574-30.3% | $4,299-58.2% |
| Participant deferral / active EE | $3,567 | $4,637-23.1% | $3,961-9.9% | $6,507-45.2% |
| Admin fee / account holder | $375 | $6,559-94.3% | $5,028-92.6% | $12,624-97.0% |