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 | $21,356 | $74,888-71.5% | $71,209-70.0% | $142,382-85.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 3.94% | 345.14%-341.2pp | 282.51%-278.6pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,429 | $2,854-49.9% | $2,721-47.5% | $4,299-66.8% |
| Participant deferral / active EE | $1,606 | $4,454-63.9% | $4,175-61.5% | $6,507-75.3% |
| Admin fee / account holder | $517 | $5,568-90.7% | $5,349-90.3% | $12,624-95.9% |