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 | $24,852 | $76,738-67.6% | $56,411-55.9% | $145,922-83.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.63% | 2994.23%-2991.6pp | 1701.33%-1698.7pp | 561.29%-558.7pp |
| Employer contribution / active EE | $231 | $1,380-83.2% | $1,039-77.7% | $4,660-95.0% |
| Participant deferral / active EE | $2,371 | $2,623-9.6% | $1,952+21.5% | $6,688-64.5% |
| Admin fee / account holder | $434 | $3,334-87.0% | $2,829-84.7% | $13,397-96.8% |