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 | $35,455 | $177,572-80.0% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.47% | 65.07%-57.6pp | 58.88%-51.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,957 | $4,810-59.3% | $4,305-54.5% | $4,299-54.5% |
| Participant deferral / active EE | $2,650 | $6,272-57.8% | $5,540-52.2% | $6,507-59.3% |
| Admin fee / account holder | $196,932 | $16,786+1073.2% | $14,329+1274.3% | $12,624+1460.0% |