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 | $30,229 | $48,230-37.3% | $67,502-55.2% | $80,856-62.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.17% | 18.28%-8.1pp | 3512.12%-3502.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,252 | $2,020+11.5% | $2,731-17.5% | $2,755-18.2% |
| Participant deferral / active EE | $4,703 | $2,924+60.9% | $4,000+17.6% | $4,296+9.5% |
| Admin fee / account holder | $9,902 | $3,681+169.0% | $3,998+147.7% | $6,918+43.1% |