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 | $33,202 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.31% | 70.24%-67.9pp | 62.55%-60.2pp | 217.08%-214.8pp |
| Employer contribution / active EE | $17,415 | $4,961+251.1% | $4,693+271.1% | $4,299+305.1% |
| Participant deferral / active EE | $44,939 | $8,310+440.8% | $7,997+461.9% | $6,507+590.6% |
| Admin fee / account holder | $742,299 | $14,846+4899.9% | $13,435+5425.2% | $12,624+5780.2% |