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 | $28,919 | $183,519-84.2% | $155,509-81.4% | $145,922-80.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.83% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,093 | $5,313-60.6% | $4,672-55.2% | $4,660-55.1% |
| Participant deferral / active EE | $3,031 | $6,462-53.1% | $5,626-46.1% | $6,688-54.7% |
| Admin fee / account holder | $41,922 | $19,313+117.1% | $15,912+163.5% | $13,397+212.9% |