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 | $24,908 | $95,416-73.9% | $185,823-86.6% | $85,850-71.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.01% | 23.59%-12.6pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $620 | $3,314-81.3% | $5,167-88.0% | $2,565-75.8% |
| Participant deferral / active EE | $2,681 | $3,423-21.7% | $5,568-51.9% | $3,952-32.2% |
| Admin fee / account holder | $4,603 | $7,213-36.2% | $16,237-71.7% | $6,260-26.5% |