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 | $23,571 | $183,519-87.2% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 7.25% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,769 | $5,313-66.7% | $4,672-62.1% | $4,660-62.0% |
| Participant deferral / active EE | $3,568 | $6,462-44.8% | $5,626-36.6% | $6,688-46.6% |
| Admin fee / account holder | $1,401 | $19,313-92.7% | $15,912-91.2% | $13,397-89.5% |