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 | $22,191 | $58,208-61.9% | $81,812-72.9% | $80,856-72.6% |
| Participation rate | 81.1% | 63.4%+17.7pp | 72.3%+8.7pp | 67.6%+13.4pp |
| Annual return | 9.37% | 41.66%-32.3pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,152 | $2,340-8.0% | $2,912-26.1% | $2,755-21.9% |
| Participant deferral / active EE | $950 | $3,281-71.1% | $4,319-78.0% | $4,296-77.9% |
| Admin fee / account holder | $1,227 | $4,981-75.4% | $7,386-83.4% | $6,918-82.3% |