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 | $25,984 | $58,208-55.4% | $81,812-68.2% | $80,856-67.9% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 10.38% | 41.66%-31.3pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,375 | $2,340-41.2% | $2,912-52.8% | $2,755-50.1% |
| Participant deferral / active EE | $1,460 | $3,281-55.5% | $4,319-66.2% | $4,296-66.0% |
| Admin fee / account holder | $14,334 | $4,981+187.8% | $7,386+94.1% | $6,918+107.2% |