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 | $36,983 | $104,251-64.5% | $91,001-59.4% | $147,584-74.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.68% | 27.06%-24.4pp | 4.60%-1.9pp | 578.55%-575.9pp |
| Employer contribution / active EE | $1,856 | $3,116-40.4% | $2,456-24.4% | $4,876-61.9% |
| Participant deferral / active EE | $1,131 | $4,195-73.0% | $3,547-68.1% | $5,439-79.2% |
| Admin fee / account holder | $5,268 | $8,948-41.1% | $5,417-2.8% | $10,885-51.6% |