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 | $56,235 | $100,852-44.2% | $90,404-37.8% | $158,922-64.6% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 1.93% | 1724.20%-1722.3pp | 1293.02%-1291.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $787 | $3,689-78.7% | $3,262-75.9% | $4,761-83.5% |
| Participant deferral / active EE | $1,998 | $4,348-54.0% | $3,963-49.6% | $5,982-66.6% |
| Admin fee / account holder | $6,581 | $6,501+1.2% | $5,611+17.3% | $11,246-41.5% |