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 | $27,271 | $100,852-73.0% | $90,404-69.8% | $158,922-82.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 1.32% | 1724.20%-1722.9pp | 1293.02%-1291.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $1,126 | $3,689-69.5% | $3,262-65.5% | $4,761-76.3% |
| Participant deferral / active EE | $2,799 | $4,348-35.6% | $3,963-29.4% | $5,982-53.2% |
| Admin fee / account holder | $2,942 | $6,501-54.7% | $5,611-47.6% | $11,246-73.8% |