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 | $15,278 | $96,635-84.2% | $86,612-82.4% | $139,434-89.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 9.38% | 106.41%-97.0pp | 591.07%-581.7pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,083 | $3,263-36.2% | $3,022-31.1% | $4,751-56.1% |
| Participant deferral / active EE | $2,068 | $4,836-57.2% | $4,438-53.4% | $6,710-69.2% |
| Admin fee / account holder | $986 | $6,408-84.6% | $5,614-82.4% | $11,403-91.4% |