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 | $32,752 | $176,662-81.5% | $130,648-74.9% | $152,861-78.6% |
| Participation rate | 76.2% | 79.0%-2.8pp | 71.7%+4.4pp | 82.4%-6.3pp |
| Annual return | 5.42% | 2692.24%-2686.8pp | 1708.96%-1703.5pp | 345.32%-339.9pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,958 | $4,361-32.2% | $3,603-17.9% | $5,850-49.4% |
| Admin fee / account holder | $3,413 | $7,133-52.2% | $5,464-37.5% | $11,596-70.6% |