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 | $25,841 | $109,327-76.4% | $89,391-71.1% | $158,922-83.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.30% | 345.68%-340.4pp | 245.62%-240.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $329 | $3,170-89.6% | $2,586-87.3% | $4,761-93.1% |
| Participant deferral / active EE | $1,222 | $4,598-73.4% | $3,890-68.6% | $5,982-79.6% |
| Admin fee / account holder | $7,736 | $6,153+25.7% | $4,881+58.5% | $11,246-31.2% |