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 | $27,818 | $106,515-73.9% | $96,683-71.2% | $139,434-80.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.22% | 38.43%-31.2pp | 35.69%-28.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $8,020 | $4,103+95.5% | $3,737+114.6% | $4,751+68.8% |
| Participant deferral / active EE | $2,929 | $5,454-46.3% | $4,878-40.0% | $6,710-56.4% |
| Admin fee / account holder | $3,103 | $7,877-60.6% | $6,730-53.9% | $11,403-72.8% |