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 | $22,201 | $100,852-78.0% | $90,404-75.4% | $158,922-86.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 3.75% | 1724.20%-1720.5pp | 1293.02%-1289.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,096 | $3,689-70.3% | $3,262-66.4% | $4,761-77.0% |
| Participant deferral / active EE | $2,979 | $4,348-31.5% | $3,963-24.8% | $5,982-50.2% |
| Admin fee / account holder | $43,567 | $6,501+570.1% | $5,611+676.5% | $11,246+287.4% |