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 | $25,318 | $117,841-78.5% | $102,423-75.3% | $145,922-82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.07% | 31.65%-23.6pp | 29.32%-21.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,935 | $3,615-46.5% | $3,023-36.0% | $4,660-58.5% |
| Participant deferral / active EE | $4,789 | $5,731-16.4% | $5,053-5.2% | $6,688-28.4% |
| Admin fee / account holder | $72,534 | $13,326+444.3% | $9,451+667.5% | $13,397+441.4% |