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 | $21,055 | $74,888-71.9% | $71,209-70.4% | $142,382-85.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 11.80% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,047 | $2,854-63.3% | $2,721-61.5% | $4,299-75.7% |
| Participant deferral / active EE | $2,353 | $4,454-47.2% | $4,175-43.7% | $6,507-63.8% |
| Admin fee / account holder | $1,002 | $5,568-82.0% | $5,349-81.3% | $12,624-92.1% |