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 | $31,934 | $58,208-45.1% | $81,812-61.0% | $80,856-60.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 6.48% | 41.66%-35.2pp | 773.79%-767.3pp | 35.59%-29.1pp |
| Employer contribution / active EE | $1,757 | $2,340-24.9% | $2,912-39.7% | $2,755-36.2% |
| Participant deferral / active EE | $867 | $3,281-73.6% | $4,319-79.9% | $4,296-79.8% |
| Admin fee / account holder | $478 | $4,981-90.4% | $7,386-93.5% | $6,918-93.1% |