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 | $35,662 | $54,705-34.8% | $71,209-49.9% | $84,808-57.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 8.69% | 35.90%-27.2pp | 282.51%-273.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,327 | $2,158-38.5% | $2,721-51.2% | $2,631-49.6% |
| Participant deferral / active EE | $592 | $3,030-80.5% | $4,175-85.8% | $4,212-85.9% |
| Admin fee / account holder | $638 | $4,863-86.9% | $5,349-88.1% | $7,344-91.3% |