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 | $23,221 | $100,852-77.0% | $90,404-74.3% | $158,922-85.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.59% | 1724.20%-1722.6pp | 1293.02%-1291.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $2,203 | $3,689-40.3% | $3,262-32.5% | $4,761-53.7% |
| Participant deferral / active EE | $1,184 | $4,348-72.8% | $3,963-70.1% | $5,982-80.2% |
| Admin fee / account holder | $1,127 | $6,501-82.7% | $5,611-79.9% | $11,246-90.0% |