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 | $25,320 | $114,047-77.8% | $96,139-73.7% | $167,490-84.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 7.10% | 189.88%-182.8pp | 191.94%-184.8pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,545 | $3,427-54.9% | $2,797-44.8% | $4,837-68.1% |
| Participant deferral / active EE | $2,963 | $5,194-42.9% | $4,349-31.9% | $6,341-53.3% |
| Admin fee / account holder | $542 | $6,897-92.1% | $5,537-90.2% | $12,309-95.6% |