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 | $25,694 | $142,405-82.0% | $115,157-77.7% | $152,861-83.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.47% | 41.48%-40.0pp | 35.60%-34.1pp | 345.32%-343.9pp |
| Employer contribution / active EE | $1,625 | $4,010-59.5% | $3,179-48.9% | $4,762-65.9% |
| Participant deferral / active EE | $1,709 | $5,164-66.9% | $4,168-59.0% | $5,850-70.8% |
| Admin fee / account holder | $491 | $8,462-94.2% | $7,088-93.1% | $11,596-95.8% |