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 | $21,012 | $29,660-29.2% | $56,411-62.8% | $80,856-74.0% |
| Participation rate | 71.0% | 41.6%+29.3pp | 52.5%+18.5pp | 67.6%+3.3pp |
| Annual return | 10.43% | 35.23%-24.8pp | 1701.33%-1690.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,809 | $1,226+47.6% | $1,952-7.3% | $4,296-57.9% |
| Admin fee / account holder | $1,256 | $2,428-48.2% | $2,829-55.6% | $6,918-81.8% |