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 | $26,479 | $177,572-85.1% | $154,803-82.9% | $142,382-81.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.88% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,005 | $4,810-79.1% | $4,305-76.7% | $4,299-76.6% |
| Participant deferral / active EE | $2,536 | $6,272-59.6% | $5,540-54.2% | $6,507-61.0% |
| Admin fee / account holder | $960 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |