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 | $21,805 | $74,888-70.9% | $71,209-69.4% | $142,382-84.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 11.94% | 345.14%-333.2pp | 282.51%-270.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $567 | $2,854-80.1% | $2,721-79.2% | $4,299-86.8% |
| Participant deferral / active EE | $844 | $4,454-81.1% | $4,175-79.8% | $6,507-87.0% |
| Admin fee / account holder | $13,248 | $5,568+137.9% | $5,349+147.7% | $12,624+4.9% |