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 | $43,696 | $100,852-56.7% | $90,404-51.7% | $158,922-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.92% | 1724.20%-1719.3pp | 1293.02%-1288.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,574 | $3,689-30.2% | $3,262-21.1% | $4,761-45.9% |
| Participant deferral / active EE | $4,179 | $4,348-3.9% | $3,963+5.4% | $5,982-30.1% |
| Admin fee / account holder | $2,519 | $6,501-61.2% | $5,611-55.1% | $11,246-77.6% |