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 | $71,076 | $118,919-40.2% | $88,538-19.7% | $152,861-53.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 0.17% | 47.92%-47.8pp | 43.64%-43.5pp | 345.32%-345.1pp |
| Employer contribution / active EE | $2,353 | $2,669-11.8% | $2,098+12.2% | $4,762-50.6% |
| Participant deferral / active EE | $8,975 | $3,549+152.9% | $2,914+208.0% | $5,850+53.4% |
| Admin fee / account holder | $338 | $5,876-94.3% | $4,310-92.2% | $11,596-97.1% |