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 | $42,476 | $115,770-63.3% | $101,248-58.0% | $158,922-73.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.10% | 56.14%-54.0pp | 46.47%-44.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $13,381 | $4,175+220.5% | $3,660+265.7% | $4,761+181.1% |
| Participant deferral / active EE | $3,000 | $4,957-39.5% | $4,370-31.4% | $5,982-49.9% |
| Admin fee / account holder | $6,894 | $7,245-4.8% | $5,945+15.9% | $11,246-38.7% |