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 | $31,242 | $85,202-63.3% | $172,739-81.9% | $72,985-57.2% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.6%+7.6pp | 69.5%+20.7pp |
| Annual return | 2.47% | 27.32%-24.8pp | 802.84%-800.4pp | 81.00%-78.5pp |
| Employer contribution / active EE | $400 | $3,324-88.0% | $5,143-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $1,404 | $3,260-56.9% | $5,198-73.0% | $3,607-61.1% |
| Admin fee / account holder | $622 | $5,884-89.4% | $13,954-95.5% | $5,124-87.9% |