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 | $9,057 | $74,888-87.9% | $71,209-87.3% | $142,382-93.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 7.97% | 345.14%-337.2pp | 282.51%-274.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $511 | $2,854-82.1% | $2,721-81.2% | $4,299-88.1% |
| Participant deferral / active EE | $1,160 | $4,454-74.0% | $4,175-72.2% | $6,507-82.2% |
| Admin fee / account holder | $4,000 | $5,568-28.2% | $5,349-25.2% | $12,624-68.3% |