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 | $26,597 | $102,966-74.2% | $90,281-70.5% | $152,861-82.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.06% | 95.16%-89.1pp | 78.10%-72.0pp | 345.32%-339.3pp |
| Employer contribution / active EE | $711 | $3,139-77.4% | $2,854-75.1% | $4,762-85.1% |
| Participant deferral / active EE | $2,985 | $4,281-30.3% | $3,885-23.2% | $5,850-49.0% |
| Admin fee / account holder | $3,143 | $6,171-49.1% | $5,351-41.3% | $11,596-72.9% |